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
ITUB icon
526
Itaú Unibanco
ITUB
$87.9B
$9.92K ﹤0.01%
1,392
FAF icon
527
First American
FAF
$6.69B
$9.89K ﹤0.01%
154
ADSK icon
528
Autodesk
ADSK
$53B
$9.85K ﹤0.01%
31
DG icon
529
Dollar General
DG
$29B
$9.82K ﹤0.01%
95
+15
STIP icon
530
iShares 0-5 Year TIPS Bond ETF
STIP
$14.1B
$9.72K ﹤0.01%
94
SENEA icon
531
Seneca Foods Class A
SENEA
$974M
$9.71K ﹤0.01%
90
PDD icon
532
Pinduoduo
PDD
$146B
$9.65K ﹤0.01%
73
CMBT
533
CMB.TECH NV
CMBT
$3.46B
$9.61K ﹤0.01%
+1,023
PI icon
534
Impinj
PI
$2.77B
$9.4K ﹤0.01%
52
CF icon
535
CF Industries
CF
$19.9B
$9.33K ﹤0.01%
104
MRK icon
536
Merck
MRK
$286B
$9.23K ﹤0.01%
110
+14
VTRS icon
537
Viatris
VTRS
$15.6B
$9.19K ﹤0.01%
928
-686
CRDO icon
538
Credo Technology Group
CRDO
$21.7B
$9.17K ﹤0.01%
63
+11
NWG icon
539
NatWest
NWG
$59.6B
$9.13K ﹤0.01%
645
JAZZ icon
540
Jazz Pharmaceuticals
JAZZ
$11B
$9.1K ﹤0.01%
69
-13
TEF
541
DELISTED
Telefonica
TEF
$9.08K ﹤0.01%
1,787
BIPC icon
542
Brookfield Infrastructure
BIPC
$5.57B
$9.05K ﹤0.01%
+220
EQH icon
543
Equitable Holdings
EQH
$10.4B
$9.04K ﹤0.01%
178
KOP icon
544
Koppers
KOP
$742M
$9.02K ﹤0.01%
322
-101
TTE icon
545
TotalEnergies
TTE
$176B
$9.01K ﹤0.01%
151
LPL icon
546
LG Display
LPL
$3.89B
$9.01K ﹤0.01%
1,725
GAMB icon
547
Gambling.com
GAMB
$148M
$8.89K ﹤0.01%
1,087
WDS icon
548
Woodside Energy
WDS
$42.2B
$8.87K ﹤0.01%
589
+268
AEIS icon
549
Advanced Energy
AEIS
$11.4B
$8.85K ﹤0.01%
52
AMT icon
550
American Tower
AMT
$86B
$8.85K ﹤0.01%
46