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
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
INMD icon
576
InMode
INMD
$858M
$9.61K ﹤0.01%
654
+516
KFY icon
577
Korn Ferry
KFY
$3.17B
$9.57K ﹤0.01%
145
+58
XLU icon
578
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
$9.56K ﹤0.01%
+224
FAF icon
579
First American
FAF
$6.69B
$9.46K ﹤0.01%
154
DLX icon
580
Deluxe
DLX
$1.2B
$9.42K ﹤0.01%
422
OUT icon
581
Outfront Media
OUT
$4.7B
$9.21K ﹤0.01%
382
ADSK icon
582
Autodesk
ADSK
$53B
$9.18K ﹤0.01%
31
ERIC icon
583
Ericsson
ERIC
$38.1B
$9.09K ﹤0.01%
942
BVN icon
584
Compañía de Minas Buenaventura
BVN
$8.96B
$9.07K ﹤0.01%
326
+222
VRTX icon
585
Vertex Pharmaceuticals
VRTX
$119B
$9.07K ﹤0.01%
20
+6
MPWR icon
586
Monolithic Power Systems
MPWR
$51.7B
$9.06K ﹤0.01%
10
+3
PI icon
587
Impinj
PI
$2.77B
$9.05K ﹤0.01%
52
DFIC icon
588
Dimensional International Core Equity 2 ETF
DFIC
$12.5B
$9.03K ﹤0.01%
262
JBSS icon
589
John B. Sanfilippo & Son
JBSS
$891M
$8.97K ﹤0.01%
127
+111
VIS icon
590
Vanguard Industrials ETF
VIS
$7B
$8.95K ﹤0.01%
+30
HDB icon
591
HDFC Bank
HDB
$145B
$8.84K ﹤0.01%
242
CP icon
592
Canadian Pacific Kansas City
CP
$73.1B
$8.84K ﹤0.01%
120
+56
ENB icon
593
Enbridge
ENB
$118B
$8.8K ﹤0.01%
184
+100
PINS icon
594
Pinterest
PINS
$11.7B
$8.75K ﹤0.01%
338
-312
JLL icon
595
Jones Lang LaSalle
JLL
$14B
$8.75K ﹤0.01%
26
+12
HCC icon
596
Warrior Met Coal
HCC
$4.47B
$8.73K ﹤0.01%
99
KOP icon
597
Koppers
KOP
$742M
$8.72K ﹤0.01%
322
INCY icon
598
Incyte
INCY
$18.4B
$8.69K ﹤0.01%
88
+48
GRBK icon
599
Green Brick Partners
GRBK
$2.81B
$8.65K ﹤0.01%
138
+35
SIG icon
600
Signet Jewelers
SIG
$3.34B
$8.62K ﹤0.01%
104