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
CVE icon
526
Cenovus Energy
CVE
$30.5B
$7.43K ﹤0.01%
534
+130
OFLX icon
527
Omega Flex
OFLX
$277M
$7.3K ﹤0.01%
+210
DFIC icon
528
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$7.28K ﹤0.01%
262
DEC
529
Diversified Energy
DEC
$962M
$7.25K ﹤0.01%
536
DRD
530
DRDGold
DRD
$2.13B
$7.19K ﹤0.01%
465
VSH icon
531
Vishay Intertechnology
VSH
$2.31B
$7.19K ﹤0.01%
452
FLR icon
532
Fluor
FLR
$7.81B
$7.16K ﹤0.01%
200
NGG icon
533
National Grid
NGG
$74.3B
$7.15K ﹤0.01%
+112
AMR icon
534
Alpha Metallurgical Resources
AMR
$2.39B
$7.14K ﹤0.01%
57
+40
RWAY icon
535
Runway Growth Finance
RWAY
$352M
$7.13K ﹤0.01%
689
KVUE icon
536
Kenvue
KVUE
$32.2B
$7.12K ﹤0.01%
297
DLX icon
537
Deluxe
DLX
$813M
$7.12K ﹤0.01%
450
BCSF icon
538
Bain Capital Specialty
BCSF
$906M
$7.11K ﹤0.01%
428
TRMD icon
539
TORM
TRMD
$2.12B
$7.1K ﹤0.01%
431
DG icon
540
Dollar General
DG
$21.7B
$7.04K ﹤0.01%
80
WNS
541
DELISTED
WNS Holdings
WNS
$6.95K ﹤0.01%
113
VIST icon
542
Vista Energy
VIST
$5.06B
$6.94K ﹤0.01%
149
SLVM icon
543
Sylvamo
SLVM
$1.59B
$6.91K ﹤0.01%
103
+16
CMI icon
544
Cummins
CMI
$60.7B
$6.9K ﹤0.01%
+22
TEX icon
545
Terex
TEX
$3.01B
$6.88K ﹤0.01%
182
-15
GEHC icon
546
GE HealthCare
GEHC
$33.9B
$6.86K ﹤0.01%
85
CRSP icon
547
CRISPR Therapeutics
CRSP
$5.6B
$6.81K ﹤0.01%
200
TNL icon
548
Travel + Leisure Co
TNL
$4.07B
$6.8K ﹤0.01%
147
REVG icon
549
REV Group
REVG
$2.56B
$6.79K ﹤0.01%
+215
VRTX icon
550
Vertex Pharmaceuticals
VRTX
$108B
$6.79K ﹤0.01%
14