W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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 Sells

1 +$145K
2 +$98.8K
3 +$54.6K
4
TSLA icon
Tesla
TSLA
+$47.6K
5
RIVN icon
Rivian
RIVN
+$23.5K

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
ETR icon
676
Entergy
ETR
$41.2B
$4.85K ﹤0.01%
52
KVUE icon
677
Kenvue
KVUE
$32.8B
$4.82K ﹤0.01%
297
CP icon
678
Canadian Pacific Kansas City
CP
$66.9B
$4.77K ﹤0.01%
64
+15
TFII icon
679
TFI International
TFII
$8.89B
$4.76K ﹤0.01%
54
LYG icon
680
Lloyds Banking Group
LYG
$76.1B
$4.75K ﹤0.01%
1,046
BOX icon
681
Box
BOX
$4.33B
$4.74K ﹤0.01%
147
M icon
682
Macy's
M
$6.21B
$4.7K ﹤0.01%
262
AMKR icon
683
Amkor Technology
AMKR
$9.71B
$4.69K ﹤0.01%
165
BHP icon
684
BHP
BHP
$150B
$4.68K ﹤0.01%
84
+18
CRC icon
685
California Resources
CRC
$3.69B
$4.68K ﹤0.01%
88
C icon
686
Citigroup
C
$202B
$4.67K ﹤0.01%
46
STRA icon
687
Strategic Education
STRA
$1.95B
$4.64K ﹤0.01%
54
+17
NTR icon
688
Nutrien
NTR
$29.8B
$4.64K ﹤0.01%
79
EGHT icon
689
8x8 Inc
EGHT
$294M
$4.62K ﹤0.01%
2,177
+674
VCTR icon
690
Victory Capital Holdings
VCTR
$4.08B
$4.6K ﹤0.01%
71
SLVM icon
691
Sylvamo
SLVM
$2.01B
$4.55K ﹤0.01%
103
ASO icon
692
Academy Sports + Outdoors
ASO
$3.66B
$4.55K ﹤0.01%
91
MTCH icon
693
Match Group
MTCH
$7.7B
$4.52K ﹤0.01%
128
+24
PTON icon
694
Peloton Interactive
PTON
$2.61B
$4.5K ﹤0.01%
500
-1,157
UGP icon
695
Ultrapar
UGP
$3.93B
$4.5K ﹤0.01%
1,097
MPTI icon
696
M-tron Industries
MPTI
$156M
$4.49K ﹤0.01%
81
LPX icon
697
Louisiana-Pacific
LPX
$5.93B
$4.44K ﹤0.01%
50
AFYA icon
698
Afya
AFYA
$1.33B
$4.42K ﹤0.01%
+283
SPGI icon
699
S&P Global
SPGI
$153B
$4.38K ﹤0.01%
9
+3
AN icon
700
AutoNation
AN
$7.34B
$4.38K ﹤0.01%
20