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
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

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
ATEN icon
601
A10 Networks
ATEN
$1.5B
$7.08K ﹤0.01%
390
CDNS icon
602
Cadence Design Systems
CDNS
$79.2B
$7.03K ﹤0.01%
20
HUBS icon
603
HubSpot
HUBS
$13.9B
$7.02K ﹤0.01%
15
+12
OUT icon
604
Outfront Media
OUT
$4.7B
$7K ﹤0.01%
382
FTNT icon
605
Fortinet
FTNT
$61.7B
$6.98K ﹤0.01%
83
TIGO icon
606
Millicom
TIGO
$12.1B
$6.94K ﹤0.01%
143
GLPI icon
607
Gaming and Leisure Properties
GLPI
$13.5B
$6.9K ﹤0.01%
148
AYI icon
608
Acuity Brands
AYI
$8B
$6.89K ﹤0.01%
20
PBT
609
Permian Basin Royalty Trust
PBT
$946M
$6.78K ﹤0.01%
371
+210
PATH icon
610
UiPath
PATH
$6.19B
$6.72K ﹤0.01%
+502
FOR icon
611
Forestar Group
FOR
$1.29B
$6.7K ﹤0.01%
252
SYK icon
612
Stryker
SYK
$129B
$6.66K ﹤0.01%
18
TGNA icon
613
TEGNA Inc
TGNA
$3.29B
$6.65K ﹤0.01%
327
OTTR icon
614
Otter Tail
OTTR
$3.68B
$6.64K ﹤0.01%
81
ING icon
615
ING
ING
$73.8B
$6.63K ﹤0.01%
254
MNDY icon
616
monday.com
MNDY
$3.86B
$6.59K ﹤0.01%
34
TAC icon
617
TransAlta
TAC
$3.69B
$6.56K ﹤0.01%
480
COLB icon
618
Columbia Banking Systems
COLB
$7.75B
$6.51K ﹤0.01%
253
EGO icon
619
Eldorado Gold
EGO
$7.28B
$6.5K ﹤0.01%
225
BELFB
620
Bel Fuse Inc Class B
BELFB
$2.5B
$6.49K ﹤0.01%
46
PLPC icon
621
Preformed Line Products
PLPC
$1.28B
$6.47K ﹤0.01%
33
-8
MPWR icon
622
Monolithic Power Systems
MPWR
$51.7B
$6.45K ﹤0.01%
7
RELX icon
623
RELX
RELX
$61.3B
$6.4K ﹤0.01%
134
+17
GEHC icon
624
GE HealthCare
GEHC
$32.3B
$6.38K ﹤0.01%
85
AUDC icon
625
AudioCodes
AUDC
$235M
$6.38K ﹤0.01%
670
+98