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
$178M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1 +$3.09M
2 +$1.67M
3 +$1.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$690K
5
SSRM icon
SSR Mining
SSRM
+$382K

Top Sells

1 +$2.59M
2 +$1.38M
3 +$966K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$294K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$137K

Sector Composition

1 Materials 6.94%
2 Technology 6.85%
3 Consumer Discretionary 3.07%
4 Communication Services 2.47%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALSN icon
726
Allison Transmission
ALSN
$6.8B
$3.23K ﹤0.01%
+34
MMS icon
727
Maximus
MMS
$4.5B
$3.23K ﹤0.01%
46
MTCH icon
728
Match Group
MTCH
$7.62B
$3.21K ﹤0.01%
104
-8
PGR icon
729
Progressive
PGR
$132B
$3.2K ﹤0.01%
+12
URBN icon
730
Urban Outfitters
URBN
$5.51B
$3.19K ﹤0.01%
+44
BHP icon
731
BHP
BHP
$140B
$3.17K ﹤0.01%
66
-239
SPGI icon
732
S&P Global
SPGI
$150B
$3.16K ﹤0.01%
6
HSBC icon
733
HSBC
HSBC
$249B
$3.16K ﹤0.01%
52
CBT icon
734
Cabot Corp
CBT
$3.26B
$3.15K ﹤0.01%
+42
STRA icon
735
Strategic Education
STRA
$1.88B
$3.15K ﹤0.01%
37
-29
BLK icon
736
Blackrock
BLK
$164B
$3.15K ﹤0.01%
3
DOLE icon
737
Dole
DOLE
$1.33B
$3.13K ﹤0.01%
224
JEF icon
738
Jefferies Financial Group
JEF
$11.4B
$3.12K ﹤0.01%
57
THO icon
739
Thor Industries
THO
$5.21B
$3.11K ﹤0.01%
35
+28
PIPR icon
740
Piper Sandler
PIPR
$5.46B
$3.06K ﹤0.01%
+11
M icon
741
Macy's
M
$5.37B
$3.06K ﹤0.01%
262
HAIN icon
742
Hain Celestial
HAIN
$123M
$3.04K ﹤0.01%
2,000
GGB icon
743
Gerdau
GGB
$7.02B
$3.02K ﹤0.01%
+1,035
URI icon
744
United Rentals
URI
$53.1B
$3.01K ﹤0.01%
4
DVA icon
745
DaVita
DVA
$8.58B
$2.99K ﹤0.01%
+21
TH icon
746
Target Hospitality
TH
$628M
$2.99K ﹤0.01%
420
MJ icon
747
Amplify Alternative Harvest ETF
MJ
$144M
$2.98K ﹤0.01%
166
MRX
748
Marex Group
MRX
$2.45B
$2.96K ﹤0.01%
75
EGHT icon
749
8x8 Inc
EGHT
$270M
$2.95K ﹤0.01%
1,503
MCK icon
750
McKesson
MCK
$104B
$2.93K ﹤0.01%
4