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
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

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
$2.83B
$3.81K ﹤0.01%
255
SMFG icon
727
Sumitomo Mitsui Financial
SMFG
$122B
$3.78K ﹤0.01%
226
ONC
728
BeOne Medicines Ltd
ONC
$31.5B
$3.75K ﹤0.01%
11
HALO icon
729
Halozyme
HALO
$7.51B
$3.74K ﹤0.01%
51
JEF icon
730
Jefferies Financial Group
JEF
$7.51B
$3.73K ﹤0.01%
57
GLAD icon
731
Gladstone Capital
GLAD
$396M
$3.72K ﹤0.01%
170
CNA icon
732
CNA Financial
CNA
$12.6B
$3.72K ﹤0.01%
80
AEM icon
733
Agnico Eagle Mines
AEM
$104B
$3.71K ﹤0.01%
+22
TGB
734
Taseko Mines
TGB
$2.41B
$3.7K ﹤0.01%
874
HSBC icon
735
HSBC
HSBC
$268B
$3.69K ﹤0.01%
52
MTD icon
736
Mettler-Toledo International
MTD
$23.9B
$3.68K ﹤0.01%
3
WTRG icon
737
Essential Utilities
WTRG
$11.8B
$3.67K ﹤0.01%
92
SOLV icon
738
Solventum
SOLV
$11.6B
$3.65K ﹤0.01%
50
INVZ icon
739
Innoviz Technologies
INVZ
$144M
$3.64K ﹤0.01%
1,785
ACMR icon
740
ACM Research
ACMR
$3.05B
$3.64K ﹤0.01%
93
+42
THO icon
741
Thor Industries
THO
$4.33B
$3.63K ﹤0.01%
35
F icon
742
Ford
F
$46.6B
$3.59K ﹤0.01%
300
WCN icon
743
Waste Connections
WCN
$42.6B
$3.52K ﹤0.01%
20
BLK icon
744
Blackrock
BLK
$144B
$3.5K ﹤0.01%
3
TH icon
745
Target Hospitality
TH
$929M
$3.44K ﹤0.01%
405
-15
LRN icon
746
Stride
LRN
$3.59B
$3.43K ﹤0.01%
23
+7
INCY icon
747
Incyte
INCY
$18.4B
$3.39K ﹤0.01%
40
+11
ATKR icon
748
Atkore
ATKR
$1.89B
$3.39K ﹤0.01%
54
IAG icon
749
IAMGOLD
IAG
$11.7B
$3.38K ﹤0.01%
261
KMB icon
750
Kimberly-Clark
KMB
$32.8B
$3.36K ﹤0.01%
27