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
$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
INVZ icon
751
Innoviz Technologies
INVZ
$373M
$2.93K ﹤0.01%
1,785
GME icon
752
GameStop
GME
$9.98B
$2.93K ﹤0.01%
120
DDS icon
753
Dillards
DDS
$9.37B
$2.92K ﹤0.01%
+7
SNDR icon
754
Schneider National
SNDR
$3.75B
$2.92K ﹤0.01%
121
HELE icon
755
Helen of Troy
HELE
$429M
$2.87K ﹤0.01%
+101
PSX icon
756
Phillips 66
PSX
$54.9B
$2.86K ﹤0.01%
24
ATS icon
757
ATS Corp
ATS
$2.65B
$2.84K ﹤0.01%
+89
STN icon
758
Stantec
STN
$12.6B
$2.83K ﹤0.01%
26
MPC icon
759
Marathon Petroleum
MPC
$59.3B
$2.82K ﹤0.01%
17
GLOB icon
760
Globant
GLOB
$2.71B
$2.82K ﹤0.01%
+31
PSNY icon
761
Gores Guggenheim
PSNY
$1.79B
$2.78K ﹤0.01%
2,597
SKX
762
DELISTED
Skechers
SKX
$2.78K ﹤0.01%
44
TGB
763
Taseko Mines
TGB
$1.63B
$2.75K ﹤0.01%
874
BWLP icon
764
BW LPG
BWLP
$2.04B
$2.75K ﹤0.01%
232
VET icon
765
Vermilion Energy
VET
$1.15B
$2.74K ﹤0.01%
+376
CMDB
766
Costamare Bulkers Holdings
CMDB
$314M
$2.72K ﹤0.01%
+314
NHC icon
767
National Healthcare
NHC
$1.85B
$2.68K ﹤0.01%
25
DLB icon
768
Dolby
DLB
$6.36B
$2.67K ﹤0.01%
36
-18
ONC
769
BeOne Medicines Ltd
ONC
$34.1B
$2.66K ﹤0.01%
+11
HALO icon
770
Halozyme
HALO
$7.63B
$2.65K ﹤0.01%
+51
FN icon
771
Fabrinet
FN
$15.7B
$2.65K ﹤0.01%
9
VLTO icon
772
Veralto
VLTO
$24.5B
$2.63K ﹤0.01%
26
CURV icon
773
Torrid Holdings
CURV
$124M
$2.62K ﹤0.01%
887
FERG icon
774
Ferguson
FERG
$49.9B
$2.61K ﹤0.01%
12
TKR icon
775
Timken Company
TKR
$5.47B
$2.61K ﹤0.01%
+36