W
WealthCollab Portfolio holdings
AUM
$178M
This Quarter Return
+9.69%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
877
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$10.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.78M |
| 3 |
SSR Mining
SSRM
|
$8.58M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$7.85M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 7.15% |
| 2 | Technology | 5.75% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 2.79% |
| 5 | Financials | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Pinnacle West Capital
PNW
$10.6B
| $3.02K | ﹤0.01% |
+42
| New | +$3.02K |
|
677
Duke Energy
DUK
$95.3B
| $3.01K | ﹤0.01% |
+31
| New | +$3.01K |
|
678
Gibraltar Industries
ROCK
$1.78B
| $3K | ﹤0.01% |
+38
| New | +$3K |
|
679
Match Group
MTCH
$8.84B
| $2.96K | ﹤0.01% |
+81
| New | +$2.96K |
|
680
Autohome
ATHM
$3.39B
| $2.92K | ﹤0.01% |
+104
| New | +$2.92K |
|
681
Acadia Pharmaceuticals
ACAD
$4.4B
| $2.91K | ﹤0.01% |
+93
| New | +$2.91K |
|
|
ANSS
682
DELISTED
Ansys
ANSS
| $2.9K | ﹤0.01% |
+8
| New | +$2.9K |
|
683
British American Tobacco
BTI
$120B
| $2.9K | ﹤0.01% |
+99
| New | +$2.9K |
|
684
Spok Holdings
SPOK
$372M
| $2.86K | ﹤0.01% |
+185
| New | +$2.86K |
|
685
Vermilion Energy
VET
$1.18B
| $2.85K | ﹤0.01% |
+236
| New | +$2.85K |
|
686
Tecnoglass
TGLS
$3.32B
| $2.84K | ﹤0.01% |
+62
| New | +$2.84K |
|
687
CBIZ
CBZ
$3.42B
| $2.82K | ﹤0.01% |
+45
| New | +$2.82K |
|
688
Skechers
SKX
$9.48B
| $2.74K | ﹤0.01% |
+44
| New | +$2.74K |
|
|
AAN
689
DELISTED
The Aaron's Company, Inc.
AAN
| $2.74K | ﹤0.01% |
+252
| New | +$2.74K |
|
690
Encore Capital Group
ECPG
$950M
| $2.74K | ﹤0.01% |
+54
| New | +$2.74K |
|
691
Boston Properties
BXP
$11.4B
| $2.67K | ﹤0.01% |
+38
| New | +$2.67K |
|
692
Under Armour Class C
UA
$2.1B
| $2.66K | ﹤0.01% |
+319
| New | +$2.66K |
|
693
Sandstorm Gold
SAND
$3.34B
| $2.65K | ﹤0.01% |
+527
| New | +$2.65K |
|
694
American Water Works
AWK
$27.8B
| $2.64K | ﹤0.01% |
+20
| New | +$2.64K |
|
695
Entergy
ETR
$39.2B
| $2.63K | ﹤0.01% |
+26
| New | +$2.63K |
|
696
Bristol-Myers Squibb
BMY
$96.1B
| $2.62K | ﹤0.01% |
+51
| New | +$2.62K |
|
697
Kanzhun
BZ
$10.8B
| $2.59K | ﹤0.01% |
+156
| New | +$2.59K |
|
698
LKQ Corp
LKQ
$8.28B
| $2.58K | ﹤0.01% |
+54
| New | +$2.58K |
|
699
Dominion Energy
D
$50.8B
| $2.54K | ﹤0.01% |
+54
| New | +$2.54K |
|
700
The Mosaic Company
MOS
$10.5B
| $2.54K | ﹤0.01% |
+71
| New | +$2.54K |
|