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
BGC icon
551
BGC Group
BGC
$4.32B
$6.78K ﹤0.01%
739
AES icon
552
AES
AES
$9.88B
$6.77K ﹤0.01%
545
-107
INTU icon
553
Intuit
INTU
$186B
$6.75K ﹤0.01%
11
SM icon
554
SM Energy
SM
$2.4B
$6.74K ﹤0.01%
225
SYK icon
555
Stryker
SYK
$136B
$6.7K ﹤0.01%
18
HLN icon
556
Haleon
HLN
$41.3B
$6.69K ﹤0.01%
650
+350
MOH icon
557
Molina Healthcare
MOH
$7.87B
$6.59K ﹤0.01%
20
SIG icon
558
Signet Jewelers
SIG
$4.05B
$6.56K ﹤0.01%
+113
EXE
559
Expand Energy Corp
EXE
$24.6B
$6.46K ﹤0.01%
58
PERI icon
560
Perion Network
PERI
$419M
$6.42K ﹤0.01%
789
MFA
561
MFA Financial
MFA
$923M
$6.41K ﹤0.01%
625
ACAD icon
562
Acadia Pharmaceuticals
ACAD
$3.83B
$6.38K ﹤0.01%
384
ATEN icon
563
A10 Networks
ATEN
$1.29B
$6.37K ﹤0.01%
390
COLB icon
564
Columbia Banking Systems
COLB
$8.02B
$6.31K ﹤0.01%
253
DXCM icon
565
DexCom
DXCM
$22.7B
$6.28K ﹤0.01%
92
JBL icon
566
Jabil
JBL
$23.6B
$6.26K ﹤0.01%
46
+5
AU icon
567
AngloGold Ashanti
AU
$34.3B
$6.24K ﹤0.01%
168
ES icon
568
Eversource Energy
ES
$27.4B
$6.21K ﹤0.01%
100
-50
DESP
569
DELISTED
Despegar.com
DESP
$6.2K ﹤0.01%
330
VTRS icon
570
Viatris
VTRS
$12B
$6.19K ﹤0.01%
710
-172
OUT icon
571
Outfront Media
OUT
$2.96B
$6.17K ﹤0.01%
+382
TAC icon
572
TransAlta
TAC
$5.24B
$6.15K ﹤0.01%
658
+178
PANW icon
573
Palo Alto Networks
PANW
$149B
$6.14K ﹤0.01%
36
TEM
574
Tempus AI
TEM
$15.6B
$6.13K ﹤0.01%
127
NLOP
575
Net Lease Office Properties
NLOP
$435M
$6.06K ﹤0.01%
193
+123