W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PSNY icon
726
Gores Guggenheim
PSNY
$1.79B
$2.73K ﹤0.01%
2,597
GFR icon
727
Greenfire Resources
GFR
$355M
$2.69K ﹤0.01%
459
+88
MCK icon
728
McKesson
MCK
$101B
$2.69K ﹤0.01%
4
CIVI icon
729
Civitas Resources
CIVI
$2.67B
$2.69K ﹤0.01%
77
GME icon
730
GameStop
GME
$9.98B
$2.68K ﹤0.01%
120
MRX
731
Marex Group
MRX
$2.21B
$2.65K ﹤0.01%
75
LSPD icon
732
Lightspeed Commerce
LSPD
$1.62B
$2.63K ﹤0.01%
+300
BXP icon
733
Boston Properties
BXP
$11.3B
$2.55K ﹤0.01%
38
ALGN icon
734
Align Technology
ALGN
$9.99B
$2.54K ﹤0.01%
16
VLTO icon
735
Veralto
VLTO
$24.5B
$2.53K ﹤0.01%
26
GNK icon
736
Genco Shipping & Trading
GNK
$732M
$2.53K ﹤0.01%
189
+31
BWLP icon
737
BW LPG
BWLP
$2.04B
$2.52K ﹤0.01%
232
BWMX icon
738
Betterware México
BWMX
$540M
$2.51K ﹤0.01%
221
URI icon
739
United Rentals
URI
$55.4B
$2.51K ﹤0.01%
4
SKX
740
DELISTED
Skechers
SKX
$2.5K ﹤0.01%
44
MPC icon
741
Marathon Petroleum
MPC
$59.3B
$2.48K ﹤0.01%
17
CHE icon
742
Chemed
CHE
$6.28B
$2.46K ﹤0.01%
4
MATX icon
743
Matsons
MATX
$3.21B
$2.44K ﹤0.01%
19
MCHP icon
744
Microchip Technology
MCHP
$33.7B
$2.42K ﹤0.01%
50
FMC icon
745
FMC
FMC
$1.9B
$2.4K ﹤0.01%
57
HEES
746
DELISTED
H&E Equipment Services
HEES
$2.37K ﹤0.01%
25
OMI icon
747
Owens & Minor
OMI
$307M
$2.33K ﹤0.01%
258
+189
NHC icon
748
National Healthcare
NHC
$1.85B
$2.32K ﹤0.01%
25
+8
WERN icon
749
Werner Enterprises
WERN
$1.57B
$2.31K ﹤0.01%
79
+26
VALE icon
750
Vale
VALE
$51.6B
$2.26K ﹤0.01%
226
-472