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
FSK icon
726
FS KKR Capital
FSK
$4.19B
$3.81K ﹤0.01%
255
SMFG icon
727
Sumitomo Mitsui Financial
SMFG
$122B
$3.78K ﹤0.01%
226
ONC
728
BeOne Medicines Ltd
ONC
$34B
$3.75K ﹤0.01%
11
HALO icon
729
Halozyme
HALO
$7.66B
$3.74K ﹤0.01%
51
JEF icon
730
Jefferies Financial Group
JEF
$12.8B
$3.73K ﹤0.01%
57
GLAD icon
731
Gladstone Capital
GLAD
$471M
$3.72K ﹤0.01%
170
CNA icon
732
CNA Financial
CNA
$12.9B
$3.72K ﹤0.01%
80
AEM icon
733
Agnico Eagle Mines
AEM
$84.7B
$3.71K ﹤0.01%
+22
TGB
734
Taseko Mines
TGB
$1.85B
$3.7K ﹤0.01%
874
HSBC icon
735
HSBC
HSBC
$264B
$3.69K ﹤0.01%
52
MTD icon
736
Mettler-Toledo International
MTD
$28.4B
$3.68K ﹤0.01%
3
WTRG icon
737
Essential Utilities
WTRG
$10.9B
$3.67K ﹤0.01%
92
SOLV icon
738
Solventum
SOLV
$14B
$3.65K ﹤0.01%
50
INVZ icon
739
Innoviz Technologies
INVZ
$238M
$3.64K ﹤0.01%
1,785
ACMR icon
740
ACM Research
ACMR
$2.45B
$3.64K ﹤0.01%
93
+42
THO icon
741
Thor Industries
THO
$5.51B
$3.63K ﹤0.01%
35
F icon
742
Ford
F
$53.1B
$3.59K ﹤0.01%
300
WCN icon
743
Waste Connections
WCN
$45B
$3.52K ﹤0.01%
20
BLK icon
744
Blackrock
BLK
$165B
$3.5K ﹤0.01%
3
TH icon
745
Target Hospitality
TH
$831M
$3.44K ﹤0.01%
405
-15
LRN icon
746
Stride
LRN
$2.89B
$3.43K ﹤0.01%
23
+7
INCY icon
747
Incyte
INCY
$19.1B
$3.39K ﹤0.01%
40
+11
ATKR icon
748
Atkore
ATKR
$2.16B
$3.39K ﹤0.01%
54
IAG icon
749
IAMGOLD
IAG
$9.28B
$3.38K ﹤0.01%
261
KMB icon
750
Kimberly-Clark
KMB
$33.7B
$3.36K ﹤0.01%
27