W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Sells

1 +$145K
2 +$98.8K
3 +$54.6K
4
TSLA icon
Tesla
TSLA
+$47.6K
5
RIVN icon
Rivian
RIVN
+$23.5K

Sector Composition

1 Materials 10.69%
2 Technology 6.52%
3 Consumer Discretionary 2.69%
4 Communication Services 2.21%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HNI icon
476
HNI Corp
HNI
$1.97B
$12K 0.01%
257
+54
OMC icon
477
Omnicom Group
OMC
$25.9B
$12K 0.01%
147
-14
SYF icon
478
Synchrony
SYF
$30.1B
$11.9K 0.01%
168
-170
BCE icon
479
BCE
BCE
$21.3B
$11.9K 0.01%
510
SRAD icon
480
Sportradar
SRAD
$6.78B
$11.9K 0.01%
443
T icon
481
AT&T
T
$172B
$11.8K 0.01%
419
IMMR icon
482
Immersion
IMMR
$213M
$11.8K 0.01%
1,610
+435
AU icon
483
AngloGold Ashanti
AU
$43.3B
$11.8K 0.01%
168
EBF icon
484
Ennis
EBF
$472M
$11.8K 0.01%
644
-132
AKAM icon
485
Akamai
AKAM
$12.7B
$11.7K 0.01%
155
+11
UTMD icon
486
Utah Medical Products
UTMD
$184M
$11.7K 0.01%
186
REI icon
487
Ring Energy
REI
$179M
$11.7K 0.01%
10,731
+1,550
GRVY
488
GRAVITY
GRVY
$393M
$11.6K 0.01%
182
+55
MATX icon
489
Matsons
MATX
$3.98B
$11.5K 0.01%
117
+11
TXT icon
490
Textron
TXT
$15.5B
$11.5K 0.01%
136
CCEP icon
491
Coca-Cola Europacific Partners
CCEP
$41.1B
$11.5K 0.01%
127
LEGH icon
492
Legacy Housing
LEGH
$498M
$11.4K 0.01%
415
DUK icon
493
Duke Energy
DUK
$91.4B
$11.4K 0.01%
92
FIHL icon
494
Fidelis Insurance
FIHL
$2B
$11.4K 0.01%
627
DFIN icon
495
Donnelley Financial Solutions
DFIN
$1.23B
$11.4K 0.01%
221
-29
AEP icon
496
American Electric Power
AEP
$61.7B
$11.4K 0.01%
101
ON icon
497
ON Semiconductor
ON
$21.9B
$11.3K 0.01%
229
DPZ icon
498
Domino's
DPZ
$14.6B
$11.2K 0.01%
26
-1
FISV
499
Fiserv Inc
FISV
$36.6B
$11.2K 0.01%
87
+51
MOMO
500
Hello Group
MOMO
$1.04B
$11.1K 0.01%
1,500
+502