W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UBS icon
476
UBS Group
UBS
$119B
$9.44K 0.01%
308
CNC icon
477
Centene
CNC
$17B
$9.29K 0.01%
153
+64
EQH icon
478
Equitable Holdings
EQH
$14.6B
$9.27K 0.01%
178
VST icon
479
Vistra
VST
$65.4B
$9.16K 0.01%
78
GLW icon
480
Corning
GLW
$70.7B
$9.16K 0.01%
200
DFIN icon
481
Donnelley Financial Solutions
DFIN
$1.23B
$9.09K 0.01%
208
+46
BZ icon
482
Kanzhun
BZ
$10.5B
$9.07K 0.01%
473
HNI icon
483
HNI Corp
HNI
$1.84B
$9K 0.01%
203
TSLX icon
484
Sixth Street Specialty
TSLX
$2.13B
$8.91K 0.01%
398
+60
TFX icon
485
Teleflex
TFX
$5.43B
$8.85K 0.01%
+64
REPX icon
486
Riley Exploration Permian
REPX
$572M
$8.84K 0.01%
303
ULH icon
487
Universal Logistics Holdings
ULH
$422M
$8.82K 0.01%
336
MGA icon
488
Magna International
MGA
$13.9B
$8.77K 0.01%
258
-128
YALA
489
Yalla Group
YALA
$1.21B
$8.76K 0.01%
1,678
-414
OBDC icon
490
Blue Owl Capital
OBDC
$6.67B
$8.69K 0.01%
593
+450
SIGA icon
491
SIGA Technologies
SIGA
$587M
$8.68K 0.01%
1,583
+669
VIV icon
492
Telefônica Brasil
VIV
$19.3B
$8.67K 0.01%
+994
TOL icon
493
Toll Brothers
TOL
$12.8B
$8.66K 0.01%
+82
PDD icon
494
Pinduoduo
PDD
$191B
$8.64K 0.01%
73
+9
CIG icon
495
CEMIG Preferred Shares
CIG
$6.09B
$8.6K 0.01%
4,883
GOGL
496
DELISTED
Golden Ocean Group
GOGL
$8.6K 0.01%
1,077
SITC icon
497
SITE Centers
SITC
$384M
$8.56K 0.01%
667
+537
EIX icon
498
Edison International
EIX
$20.9B
$8.54K 0.01%
+145
ASIX icon
499
AdvanSix
ASIX
$503M
$8.54K 0.01%
377
+3
CMPR icon
500
Cimpress
CMPR
$1.68B
$8.5K 0.01%
+188