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
HCC icon
626
Warrior Met Coal
HCC
$4.47B
$6.3K ﹤0.01%
99
URBN icon
627
Urban Outfitters
URBN
$5.69B
$6.29K ﹤0.01%
88
+44
DXCM icon
628
DexCom
DXCM
$24.7B
$6.19K ﹤0.01%
92
ETD icon
629
Ethan Allen Interiors
ETD
$564M
$6.19K ﹤0.01%
210
TX icon
630
Ternium
TX
$7.41B
$6.18K ﹤0.01%
178
PODD icon
631
Insulet
PODD
$15.5B
$6.17K ﹤0.01%
20
EXE
632
Expand Energy Corp
EXE
$25.7B
$6.16K ﹤0.01%
58
GPN icon
633
Global Payments
GPN
$19.2B
$6.15K ﹤0.01%
+74
PBYI icon
634
Puma Biotechnology
PBYI
$300M
$6.14K ﹤0.01%
1,156
TMHC icon
635
Taylor Morrison
TMHC
$5.7B
$6.14K ﹤0.01%
93
KFY icon
636
Korn Ferry
KFY
$3.17B
$6.09K ﹤0.01%
87
TK icon
637
Teekay
TK
$937M
$5.97K ﹤0.01%
730
CRWD icon
638
CrowdStrike
CRWD
$112B
$5.88K ﹤0.01%
12
BSAC icon
639
Banco Santander Chile
BSAC
$14.4B
$5.88K ﹤0.01%
222
HLN icon
640
Haleon
HLN
$44.7B
$5.83K ﹤0.01%
650
AFG icon
641
American Financial Group
AFG
$10.7B
$5.83K ﹤0.01%
40
NJR icon
642
New Jersey Resources
NJR
$5.55B
$5.83K ﹤0.01%
121
SF icon
643
Stifel
SF
$10.9B
$5.79K ﹤0.01%
51
FMS icon
644
Fresenius Medical Care
FMS
$12.7B
$5.77K ﹤0.01%
219
MFA
645
MFA Financial
MFA
$1B
$5.74K ﹤0.01%
625
NFG icon
646
National Fuel Gas
NFG
$9.15B
$5.73K ﹤0.01%
62
BLDR icon
647
Builders FirstSource
BLDR
$9.74B
$5.7K ﹤0.01%
47
AFL icon
648
Aflac
AFL
$56.1B
$5.7K ﹤0.01%
51
BRC icon
649
Brady Corp
BRC
$4.02B
$5.7K ﹤0.01%
73
TEX icon
650
Terex
TEX
$6.75B
$5.7K ﹤0.01%
111