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
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRWD icon
701
CrowdStrike
CRWD
$111B
$5.63K ﹤0.01%
12
AFL icon
702
Aflac
AFL
$56.6B
$5.62K ﹤0.01%
51
NJR icon
703
New Jersey Resources
NJR
$5.53B
$5.58K ﹤0.01%
121
TFII icon
704
TFI International
TFII
$8.4B
$5.58K ﹤0.01%
54
LYG icon
705
Lloyds Banking Group
LYG
$74.2B
$5.54K ﹤0.01%
1,046
TMHC icon
706
Taylor Morrison
TMHC
$5.69B
$5.47K ﹤0.01%
93
AFG icon
707
American Financial Group
AFG
$10.7B
$5.47K ﹤0.01%
40
NMIH icon
708
NMI Holdings
NMIH
$2.82B
$5.47K ﹤0.01%
+134
RELX icon
709
RELX
RELX
$61.2B
$5.42K ﹤0.01%
134
WELL icon
710
Welltower
WELL
$145B
$5.38K ﹤0.01%
29
C icon
711
Citigroup
C
$186B
$5.37K ﹤0.01%
46
ATHM icon
712
Autohome
ATHM
$2.23B
$5.37K ﹤0.01%
+241
O icon
713
Realty Income
O
$60.7B
$5.36K ﹤0.01%
+95
GOOS
714
Canada Goose Holdings
GOOS
$1.04B
$5.32K ﹤0.01%
411
HYLB icon
715
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.66B
$5.3K ﹤0.01%
+144
RWAY icon
716
Runway Growth Finance
RWAY
$245M
$5.3K ﹤0.01%
+593
CVLT icon
717
Commault Systems
CVLT
$3.46B
$5.27K ﹤0.01%
42
-44
PGR icon
718
Progressive
PGR
$121B
$5.24K ﹤0.01%
23
+11
FMS icon
719
Fresenius Medical Care
FMS
$12.7B
$5.22K ﹤0.01%
219
NUS icon
720
Nu Skin
NUS
$341M
$5.18K ﹤0.01%
538
+402
GRRR
721
Gorilla Technology Group
GRRR
$249M
$5.14K ﹤0.01%
471
ODV
722
Osisko Development Corp
ODV
$1.13B
$5.1K ﹤0.01%
+1,462
COKE icon
723
Coca-Cola Consolidated
COKE
$14.2B
$5.06K ﹤0.01%
33
+23
BXSL icon
724
Blackstone Secured Lending
BXSL
$5.49B
$5.03K ﹤0.01%
191
-287
MNDY icon
725
monday.com
MNDY
$3.88B
$5.02K ﹤0.01%
34