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
ZS icon
601
Zscaler
ZS
$52.4B
$5.56K ﹤0.01%
28
BBWI icon
602
Bath & Body Works
BBWI
$5.05B
$5.55K ﹤0.01%
+183
TX icon
603
Ternium
TX
$7.07B
$5.55K ﹤0.01%
178
STRA icon
604
Strategic Education
STRA
$1.82B
$5.54K ﹤0.01%
66
+35
NTR icon
605
Nutrien
NTR
$26.5B
$5.51K ﹤0.01%
+111
SBGI icon
606
Sinclair Inc
SBGI
$951M
$5.51K ﹤0.01%
346
FMS icon
607
Fresenius Medical Care
FMS
$15.8B
$5.45K ﹤0.01%
219
APTV icon
608
Aptiv
APTV
$17.5B
$5.42K ﹤0.01%
91
-228
RELX icon
609
RELX
RELX
$80.5B
$5.34K ﹤0.01%
106
JAZZ icon
610
Jazz Pharmaceuticals
JAZZ
$8.35B
$5.34K ﹤0.01%
43
OTTR icon
611
Otter Tail
OTTR
$3.24B
$5.3K ﹤0.01%
+66
AYI icon
612
Acuity Brands
AYI
$11.2B
$5.27K ﹤0.01%
20
PODD icon
613
Insulet
PODD
$22B
$5.25K ﹤0.01%
20
UMC icon
614
United Microelectronic
UMC
$19.4B
$5.21K ﹤0.01%
729
-151
BRC icon
615
Brady Corp
BRC
$3.57B
$5.16K ﹤0.01%
73
ALE icon
616
Allete
ALE
$3.91B
$5.13K ﹤0.01%
78
CDNS icon
617
Cadence Design Systems
CDNS
$92.2B
$5.09K ﹤0.01%
20
EG icon
618
Everest Group
EG
$13.2B
$5.09K ﹤0.01%
14
+5
EQX icon
619
Equinox Gold
EQX
$8.58B
$5.07K ﹤0.01%
737
BSAC icon
620
Banco Santander Chile
BSAC
$13.5B
$5.06K ﹤0.01%
222
LAUR icon
621
Laureate Education
LAUR
$4.28B
$5.05K ﹤0.01%
+247
NMRK icon
622
Newmark Group
NMRK
$3.15B
$5.05K ﹤0.01%
415
APP icon
623
Applovin
APP
$216B
$5.04K ﹤0.01%
19
+11
OHI icon
624
Omega Healthcare
OHI
$12.4B
$5.03K ﹤0.01%
132
+36
CAL icon
625
Caleres
CAL
$374M
$5K ﹤0.01%
+290