W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.67M
3 +$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$690K
5
SSRM icon
SSR Mining
SSRM
+$382K

Top Sells

1 +$2.59M
2 +$1.38M
3 +$966K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$294K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$137K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ES icon
576
Eversource Energy
ES
$26.4B
$6.36K ﹤0.01%
100
RELX icon
577
RELX
RELX
$69.4B
$6.36K ﹤0.01%
117
+11
GEHC icon
578
GE HealthCare
GEHC
$36.6B
$6.3K ﹤0.01%
85
PODD icon
579
Insulet
PODD
$18.5B
$6.28K ﹤0.01%
20
FMS icon
580
Fresenius Medical Care
FMS
$12.9B
$6.26K ﹤0.01%
219
OTTR icon
581
Otter Tail
OTTR
$3.64B
$6.25K ﹤0.01%
81
+15
OUT icon
582
Outfront Media
OUT
$4.13B
$6.24K ﹤0.01%
382
VRTX icon
583
Vertex Pharmaceuticals
VRTX
$120B
$6.23K ﹤0.01%
14
KVUE icon
584
Kenvue
KVUE
$33.5B
$6.22K ﹤0.01%
297
FISV
585
Fiserv Inc
FISV
$35.6B
$6.21K ﹤0.01%
36
+27
DRD
586
DRDGold
DRD
$3.28B
$6.2K ﹤0.01%
465
CDNS icon
587
Cadence Design Systems
CDNS
$86.6B
$6.16K ﹤0.01%
20
CRWD icon
588
CrowdStrike
CRWD
$120B
$6.11K ﹤0.01%
12
AGRO icon
589
Adecoagro
AGRO
$1.28B
$6.08K ﹤0.01%
665
-433
HAL icon
590
Halliburton
HAL
$28.7B
$6.07K ﹤0.01%
298
OLED icon
591
Universal Display
OLED
$5.57B
$6.02K ﹤0.01%
+39
TK icon
592
Teekay
TK
$831M
$6.02K ﹤0.01%
730
-459
CIO
593
DELISTED
City Office REIT
CIO
$6K ﹤0.01%
1,123
LITE icon
594
Lumentum
LITE
$25.9B
$5.99K ﹤0.01%
63
AYI icon
595
Acuity Brands
AYI
$9.57B
$5.97K ﹤0.01%
20
UMC icon
596
United Microelectronic
UMC
$31.5B
$5.96K ﹤0.01%
779
+50
COLB icon
597
Columbia Banking Systems
COLB
$8.55B
$5.92K ﹤0.01%
253
MFA
598
MFA Financial
MFA
$1.02B
$5.91K ﹤0.01%
625
LPL icon
599
LG Display
LPL
$4.34B
$5.9K ﹤0.01%
1,725
+643
ETD icon
600
Ethan Allen Interiors
ETD
$616M
$5.85K ﹤0.01%
210