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
AEG icon
601
Aegon
AEG
$10.3B
$8.51K ﹤0.01%
1,103
EQH icon
602
Equitable Holdings
EQH
$10.4B
$8.48K ﹤0.01%
178
VMD icon
603
Viemed Healthcare
VMD
$350M
$8.47K ﹤0.01%
+1,140
NGG icon
604
National Grid
NGG
$90.4B
$8.43K ﹤0.01%
109
-2
HAL icon
605
Halliburton
HAL
$28.2B
$8.42K ﹤0.01%
298
REGL icon
606
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.68B
$8.42K ﹤0.01%
+100
UMC icon
607
United Microelectronic
UMC
$23.3B
$8.39K ﹤0.01%
1,068
PDD icon
608
Pinduoduo
PDD
$146B
$8.28K ﹤0.01%
73
PATH icon
609
UiPath
PATH
$6.19B
$8.23K ﹤0.01%
502
TRMD icon
610
TORM
TRMD
$2.46B
$8.21K ﹤0.01%
419
URBN icon
611
Urban Outfitters
URBN
$5.69B
$8.2K ﹤0.01%
109
+21
LEGH icon
612
Legacy Housing
LEGH
$448M
$8.1K ﹤0.01%
415
EGO icon
613
Eldorado Gold
EGO
$7.28B
$8.08K ﹤0.01%
225
AMT icon
614
American Tower
AMT
$86B
$8.08K ﹤0.01%
46
OBE
615
Obsidian Energy
OBE
$573M
$8.07K ﹤0.01%
1,317
CF icon
616
CF Industries
CF
$19.9B
$8.04K ﹤0.01%
104
IEUR icon
617
iShares Core MSCI Europe ETF
IEUR
$7.02B
$7.95K ﹤0.01%
+112
TIGO icon
618
Millicom
TIGO
$12.1B
$7.93K ﹤0.01%
143
FLR icon
619
Fluor
FLR
$6.31B
$7.93K ﹤0.01%
200
BELFB
620
Bel Fuse Inc Class B
BELFB
$2.5B
$7.8K ﹤0.01%
46
PANW icon
621
Palo Alto Networks
PANW
$136B
$7.74K ﹤0.01%
42
BHP icon
622
BHP
BHP
$175B
$7.61K ﹤0.01%
126
+42
CNI icon
623
Canadian National Railway
CNI
$64.2B
$7.51K ﹤0.01%
76
+51
TEM
624
Tempus AI
TEM
$8.94B
$7.5K ﹤0.01%
127
CRDO icon
625
Credo Technology Group
CRDO
$21.7B
$7.48K ﹤0.01%
52
-11