W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
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 Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

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
BZ icon
501
Kanzhun
BZ
$6.59B
$11.1K 0.01%
473
LI icon
502
Li Auto
LI
$17.8B
$11K 0.01%
436
VTMX icon
503
Vesta Real Estate
VTMX
$2.68B
$11K 0.01%
390
-87
BGC icon
504
BGC Group
BGC
$4.54B
$11K 0.01%
1,166
GMAB icon
505
Genmab
GMAB
$16.1B
$10.9K 0.01%
357
RSI icon
506
Rush Street Interactive
RSI
$2.09B
$10.7K ﹤0.01%
523
RS icon
507
Reliance Steel & Aluminium
RS
$15.4B
$10.7K ﹤0.01%
38
HII icon
508
Huntington Ingalls Industries
HII
$16.3B
$10.7K ﹤0.01%
37
OSK icon
509
Oshkosh
OSK
$9.2B
$10.6K ﹤0.01%
82
HG icon
510
Hamilton Insurance Group
HG
$2.88B
$10.6K ﹤0.01%
428
DAL icon
511
Delta Air Lines
DAL
$38.4B
$10.6K ﹤0.01%
186
AGRO icon
512
Adecoagro
AGRO
$1.53B
$10.4K ﹤0.01%
1,328
+663
LAUR icon
513
Laureate Education
LAUR
$4.89B
$10.4K ﹤0.01%
330
+158
ARGX icon
514
argenx
ARGX
$43.3B
$10.3K ﹤0.01%
14
LITE icon
515
Lumentum
LITE
$44.4B
$10.3K ﹤0.01%
63
TEM
516
Tempus AI
TEM
$8.94B
$10.3K ﹤0.01%
127
BCC icon
517
Boise Cascade
BCC
$2.5B
$10.2K ﹤0.01%
132
-30
INGR icon
518
Ingredion
INGR
$7.07B
$10.1K ﹤0.01%
83
FIG
519
Figma
FIG
$13.6B
$10.1K ﹤0.01%
+195
CLDT
520
Chatham Lodging
CLDT
$354M
$10.1K ﹤0.01%
+1,506
RGLD icon
521
Royal Gold
RGLD
$22B
$10K ﹤0.01%
50
MOV icon
522
Movado Group
MOV
$512M
$10K ﹤0.01%
527
OGN icon
523
Organon & Co
OGN
$1.65B
$9.98K ﹤0.01%
934
+331
SIG icon
524
Signet Jewelers
SIG
$3.34B
$9.98K ﹤0.01%
104
-37
PLYM
525
DELISTED
Plymouth Industrial REIT
PLYM
$9.96K ﹤0.01%
446