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
GIS icon
501
General Mills
GIS
$24.7B
$8.49K 0.01%
142
-41
HDB icon
502
HDFC Bank
HDB
$187B
$8.37K 0.01%
126
-204
TEF icon
503
Telefonica
TEF
$27.7B
$8.33K 0.01%
1,787
HAIN icon
504
Hain Celestial
HAIN
$107M
$8.3K 0.01%
2,000
ARGX icon
505
argenx
ARGX
$50.5B
$8.29K 0.01%
14
ADI icon
506
Analog Devices
ADI
$115B
$8.27K 0.01%
41
MNDY icon
507
monday.com
MNDY
$10.7B
$8.27K 0.01%
34
RGLD icon
508
Royal Gold
RGLD
$14.5B
$8.18K 0.01%
50
+5
CF icon
509
CF Industries
CF
$13.6B
$8.13K 0.01%
104
ENS icon
510
EnerSys
ENS
$4.73B
$8.06K 0.01%
88
+58
SENEA icon
511
Seneca Foods Class A
SENEA
$724M
$8.01K ﹤0.01%
90
HIMX
512
Himax Technologies
HIMX
$1.61B
$7.98K ﹤0.01%
1,086
+172
EW icon
513
Edwards Lifesciences
EW
$48.5B
$7.97K ﹤0.01%
110
+53
TK icon
514
Teekay
TK
$806M
$7.81K ﹤0.01%
1,189
CGBD icon
515
Carlyle Secured Lending
CGBD
$908M
$7.8K ﹤0.01%
482
TDC icon
516
Teradata
TDC
$2B
$7.76K ﹤0.01%
345
-116
BFH icon
517
Bread Financial
BFH
$2.91B
$7.71K ﹤0.01%
154
NWG icon
518
NatWest
NWG
$61.9B
$7.69K ﹤0.01%
645
JHX icon
519
James Hardie Industries
JHX
$11.9B
$7.68K ﹤0.01%
326
+28
CRTO icon
520
Criteo
CRTO
$1.19B
$7.58K ﹤0.01%
214
+35
HAL icon
521
Halliburton
HAL
$23.1B
$7.56K ﹤0.01%
298
-84
HII icon
522
Huntington Ingalls Industries
HII
$12.4B
$7.55K ﹤0.01%
37
GLPI icon
523
Gaming and Leisure Properties
GLPI
$12.6B
$7.53K ﹤0.01%
148
GPRK icon
524
GeoPark
GPRK
$406M
$7.47K ﹤0.01%
924
+579
ITUB icon
525
Itaú Unibanco
ITUB
$80.3B
$7.43K ﹤0.01%
1,351
-1