W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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 Sells

1 +$145K
2 +$98.8K
3 +$54.6K
4
TSLA icon
Tesla
TSLA
+$47.6K
5
RIVN icon
Rivian
RIVN
+$23.5K

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
DLX icon
576
Deluxe
DLX
$1.03B
$8.17K ﹤0.01%
422
UMC icon
577
United Microelectronic
UMC
$20.3B
$8.1K ﹤0.01%
1,068
+289
FIZZ icon
578
National Beverage
FIZZ
$3.05B
$7.94K ﹤0.01%
215
NGG icon
579
National Grid
NGG
$75.8B
$7.92K ﹤0.01%
109
NOMD icon
580
Nomad Foods
NOMD
$1.89B
$7.89K ﹤0.01%
600
ULH icon
581
Universal Logistics Holdings
ULH
$449M
$7.88K ﹤0.01%
336
TFX icon
582
Teleflex
TFX
$5.5B
$7.83K ﹤0.01%
64
SPNS
583
DELISTED
Sapiens International
SPNS
$7.83K ﹤0.01%
182
CIO
584
City Office REIT
CIO
$281M
$7.82K ﹤0.01%
1,123
ERIC icon
585
Ericsson
ERIC
$32B
$7.79K ﹤0.01%
942
NMRK icon
586
Newmark Group
NMRK
$3.2B
$7.74K ﹤0.01%
415
GRBK icon
587
Green Brick Partners
GRBK
$2.85B
$7.61K ﹤0.01%
103
PLTK icon
588
Playtika
PLTK
$1.54B
$7.6K ﹤0.01%
1,954
PERI icon
589
Perion Network
PERI
$406M
$7.58K ﹤0.01%
789
ARMN
590
Aris Mining
ARMN
$3.17B
$7.55K ﹤0.01%
770
HAL icon
591
Halliburton
HAL
$23.1B
$7.33K ﹤0.01%
298
JHX icon
592
James Hardie Industries
JHX
$11.8B
$7.3K ﹤0.01%
380
VIST icon
593
Vista Energy
VIST
$4.83B
$7.29K ﹤0.01%
212
+26
PJT icon
594
PJT Partners
PJT
$4.09B
$7.29K ﹤0.01%
41
CIVI icon
595
Civitas Resources
CIVI
$2.3B
$7.28K ﹤0.01%
224
+33
GMED icon
596
Globus Medical
GMED
$11.6B
$7.27K ﹤0.01%
+127
NVTS icon
597
Navitas Semiconductor
NVTS
$1.7B
$7.22K ﹤0.01%
+1,000
GIS icon
598
General Mills
GIS
$26B
$7.16K ﹤0.01%
142
CHTR icon
599
Charter Communications
CHTR
$26.7B
$7.15K ﹤0.01%
26
ES icon
600
Eversource Energy
ES
$25.5B
$7.11K ﹤0.01%
100