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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.67M
3 +$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$690K
5
SSRM icon
SSR Mining
SSRM
+$382K

Top Sells

1 +$2.59M
2 +$1.38M
3 +$966K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$294K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$137K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JAZZ icon
526
Jazz Pharmaceuticals
JAZZ
$8.39B
$8.7K ﹤0.01%
82
+39
PANW icon
527
Palo Alto Networks
PANW
$148B
$8.6K ﹤0.01%
42
+6
ULH icon
528
Universal Logistics Holdings
ULH
$422M
$8.53K ﹤0.01%
336
BZ icon
529
Kanzhun
BZ
$10.5B
$8.44K ﹤0.01%
473
HUBG icon
530
HUB Group
HUBG
$2.17B
$8.43K ﹤0.01%
+252
MOMO
531
Hello Group
MOMO
$1.1B
$8.42K ﹤0.01%
998
-1,981
RMAX icon
532
RE/MAX Holdings
RMAX
$160M
$8.23K ﹤0.01%
1,006
+834
DFIC icon
533
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$8.15K ﹤0.01%
262
NGG icon
534
National Grid
NGG
$74.2B
$8.11K ﹤0.01%
109
-3
GRVY
535
GRAVITY
GRVY
$405M
$8.09K ﹤0.01%
127
-58
RYAAY icon
536
Ryanair
RYAAY
$34.3B
$8.07K ﹤0.01%
140
+49
TEM
537
Tempus AI
TEM
$15.4B
$8.07K ﹤0.01%
127
MOV icon
538
Movado Group
MOV
$402M
$8.04K ﹤0.01%
+527
DXCM icon
539
DexCom
DXCM
$23.6B
$8.03K ﹤0.01%
92
PERI icon
540
Perion Network
PERI
$417M
$8.01K ﹤0.01%
789
ERIC icon
541
Ericsson
ERIC
$34.2B
$7.99K ﹤0.01%
942
-1,286
AEG icon
542
Aegon
AEG
$11.9B
$7.99K ﹤0.01%
1,103
+647
REPX icon
543
Riley Exploration Permian
REPX
$572M
$7.95K ﹤0.01%
303
GOGL
544
DELISTED
Golden Ocean Group
GOGL
$7.88K ﹤0.01%
1,077
INMD icon
545
InMode
INMD
$929M
$7.8K ﹤0.01%
540
-355
RSI icon
546
Rush Street Interactive
RSI
$1.66B
$7.79K ﹤0.01%
523
ALGN icon
547
Align Technology
ALGN
$10B
$7.76K ﹤0.01%
41
+25
ARGX icon
548
argenx
ARGX
$50.9B
$7.72K ﹤0.01%
14
AU icon
549
AngloGold Ashanti
AU
$33.8B
$7.66K ﹤0.01%
168
PDD icon
550
Pinduoduo
PDD
$191B
$7.64K ﹤0.01%
73