W
WealthCollab Portfolio holdings
AUM
$178M
1-Year Return
18.2%
This Quarter Return
+9.69%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
877
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$10.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$8.78M |
| 3 |
SSR Mining
SSRM
|
+$8.58M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$7.85M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 7.15% |
| 2 | Technology | 5.75% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 2.79% |
| 5 | Financials | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Columbia Banking Systems
COLB
$7.77B
| $6.75K | 0.01% |
+253
| New | +$6.75K |
|
502
Dimensional International Core Equity 2 ETF
DFIC
$10.4B
| $6.69K | 0.01% |
+262
| New | +$6.69K |
|
503
Vishay Intertechnology
VSH
$2.07B
| $6.66K | 0.01% |
+278
| New | +$6.66K |
|
504
Elevance Health
ELV
$71B
| $6.6K | 0.01% |
+14
| New | +$6.6K |
|
505
PagSeguro Digital
PAGS
$2.78B
| $6.6K | 0.01% |
+529
| New | +$6.6K |
|
506
Emerson Electric
EMR
$74.3B
| $6.52K | 0.01% |
+67
| New | +$6.52K |
|
507
Jackson Financial
JXN
$6.72B
| $6.5K | 0.01% |
+127
| New | +$6.5K |
|
508
Titan International
TWI
$534M
| $6.44K | 0.01% |
+433
| New | +$6.44K |
|
509
monday.com
MNDY
$9.98B
| $6.39K | 0.01% |
+34
| New | +$6.39K |
|
510
Ingredion
INGR
$8.16B
| $6.3K | ﹤0.01% |
+58
| New | +$6.3K |
|
511
Knight Transportation
KNX
$6.96B
| $6.28K | ﹤0.01% |
+109
| New | +$6.28K |
|
512
Genie Energy
GNE
$397M
| $6.25K | ﹤0.01% |
+222
| New | +$6.25K |
|
513
Atkore
ATKR
$1.96B
| $6.24K | ﹤0.01% |
+39
| New | +$6.24K |
|
|
NOA
514
North American Construction
NOA
$390M
| $6.21K | ﹤0.01% |
+298
| New | +$6.21K |
|
515
Zscaler
ZS
$44B
| $6.2K | ﹤0.01% |
+28
| New | +$6.2K |
|
516
Aptiv
APTV
$17.9B
| $6.19K | ﹤0.01% |
+69
| New | +$6.19K |
|
517
Nutrien
NTR
$27.4B
| $6.14K | ﹤0.01% |
+109
| New | +$6.14K |
|
518
ArcBest
ARCB
$1.63B
| $6.13K | ﹤0.01% |
+51
| New | +$6.13K |
|
519
Vinci Compass Investments Ltd. Class A Common Shares
VINP
$627M
| $6.1K | ﹤0.01% |
+557
| New | +$6.1K |
|
520
Fidelis Insurance
FIHL
$1.81B
| $6.08K | ﹤0.01% |
+480
| New | +$6.08K |
|
521
Sea Limited
SE
$114B
| $6.08K | ﹤0.01% |
+150
| New | +$6.08K |
|
522
AZZ Inc
AZZ
$3.41B
| $6.04K | ﹤0.01% |
+104
| New | +$6.04K |
|
523
Diodes
DIOD
$2.46B
| $6.04K | ﹤0.01% |
+75
| New | +$6.04K |
|
|
TGH
524
DELISTED
Textainer Group Holdings limited
TGH
| $6K | ﹤0.01% |
+122
| New | +$6K |
|
525
Algoma Steel
ASTL
$491M
| $5.97K | ﹤0.01% |
+595
| New | +$5.97K |
|