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
BWLP icon
751
BW LPG
BWLP
$2.06B
$3.31K ﹤0.01%
232
FN icon
752
Fabrinet
FN
$18B
$3.28K ﹤0.01%
9
MPC icon
753
Marathon Petroleum
MPC
$66.7B
$3.28K ﹤0.01%
17
GME icon
754
GameStop
GME
$10.5B
$3.27K ﹤0.01%
120
PSX icon
755
Phillips 66
PSX
$69.2B
$3.27K ﹤0.01%
24
GFS icon
756
GlobalFoundries
GFS
$23.3B
$3.26K ﹤0.01%
91
MCHP icon
757
Microchip Technology
MCHP
$33.5B
$3.23K ﹤0.01%
50
CBZ icon
758
CBIZ
CBZ
$1.44B
$3.23K ﹤0.01%
61
GGB icon
759
Gerdau
GGB
$6.52B
$3.21K ﹤0.01%
1,035
MGEE icon
760
MGE Energy Inc
MGEE
$2.73B
$3.2K ﹤0.01%
38
CBT icon
761
Cabot Corp
CBT
$3.63B
$3.19K ﹤0.01%
42
CNC icon
762
Centene
CNC
$16.9B
$3.18K ﹤0.01%
89
-167
HAIN icon
763
Hain Celestial
HAIN
$60.5M
$3.16K ﹤0.01%
2,000
DXC icon
764
DXC Technology
DXC
$2.01B
$3.15K ﹤0.01%
231
-121
MCK icon
765
McKesson
MCK
$115B
$3.09K ﹤0.01%
4
BWA icon
766
BorgWarner
BWA
$10.5B
$3.08K ﹤0.01%
70
USNA icon
767
Usana Health Sciences
USNA
$317M
$3.03K ﹤0.01%
110
-57
DOLE icon
768
Dole
DOLE
$1.37B
$3.01K ﹤0.01%
224
COLL icon
769
Collegium Pharmaceutical
COLL
$1.1B
$3.01K ﹤0.01%
86
INR
770
Infinity Natural Resources
INR
$330M
$2.99K ﹤0.01%
+228
BWMX icon
771
Betterware México
BWMX
$626M
$2.97K ﹤0.01%
221
PGR icon
772
Progressive
PGR
$120B
$2.96K ﹤0.01%
12
MASI icon
773
Masimo
MASI
$9.16B
$2.95K ﹤0.01%
20
CAMT icon
774
Camtek
CAMT
$6.83B
$2.94K ﹤0.01%
28
VET icon
775
Vermilion Energy
VET
$1.81B
$2.94K ﹤0.01%
376