W
WealthCollab Portfolio holdings
AUM
$178M
This Quarter Return
+9.69%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
877
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$10.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.78M |
| 3 |
SSR Mining
SSRM
|
$8.58M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$7.85M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 7.15% |
| 2 | Technology | 5.75% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 2.79% |
| 5 | Financials | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
KB Home
KBH
$4.32B
| $1.5K | ﹤0.01% |
+24
| New | +$1.5K |
|
777
West Fraser Timber
WFG
$5.75B
| $1.46K | ﹤0.01% |
+17
| New | +$1.46K |
|
778
Eaton
ETN
$136B
| $1.45K | ﹤0.01% |
+6
| New | +$1.45K |
|
779
Criteo
CRTO
$1.3B
| $1.44K | ﹤0.01% |
+57
| New | +$1.44K |
|
780
Morningstar
MORN
$11.1B
| $1.43K | ﹤0.01% |
+5
| New | +$1.43K |
|
781
First Citizens BancShares
FCNCA
$25.6B
| $1.42K | ﹤0.01% |
+1
| New | +$1.42K |
|
782
Corsair Gaming
CRSR
$947M
| $1.41K | ﹤0.01% |
+100
| New | +$1.41K |
|
783
Huntsman Corp
HUN
$1.94B
| $1.41K | ﹤0.01% |
+56
| New | +$1.41K |
|
|
AIF
784
DELISTED
Apollo Tactical Income Fund Inc.
AIF
| $1.4K | ﹤0.01% |
+100
| New | +$1.4K |
|
785
Green Dot
GDOT
$771M
| $1.39K | ﹤0.01% |
+140
| New | +$1.39K |
|
786
Zoetis
ZTS
$69.3B
| $1.38K | ﹤0.01% |
+7
| New | +$1.38K |
|
787
KE Holdings
BEKE
$20.8B
| $1.38K | ﹤0.01% |
+85
| New | +$1.38K |
|
|
SII
788
Sprott
SII
$1.7B
| $1.36K | ﹤0.01% |
+40
| New | +$1.36K |
|
789
Gambling.com
GAMB
$312M
| $1.35K | ﹤0.01% |
+138
| New | +$1.35K |
|
790
MKS Inc. Common Stock
MKSI
$6.94B
| $1.34K | ﹤0.01% |
+13
| New | +$1.34K |
|
791
Alliant Energy
LNT
$16.7B
| $1.33K | ﹤0.01% |
+26
| New | +$1.33K |
|
|
MZTI
792
The Marzetti Company Common Stock
MZTI
$5.03B
| $1.33K | ﹤0.01% |
+8
| New | +$1.33K |
|
793
AvalonBay Communities
AVB
$27.9B
| $1.31K | ﹤0.01% |
+7
| New | +$1.31K |
|
794
Adient
ADNT
$2.01B
| $1.31K | ﹤0.01% |
+36
| New | +$1.31K |
|
|
SBOW
795
DELISTED
SilverBow Resources, Inc.
SBOW
| $1.31K | ﹤0.01% |
+45
| New | +$1.31K |
|
796
Bank of New York Mellon
BK
$74.5B
| $1.3K | ﹤0.01% |
+25
| New | +$1.3K |
|
797
AstraZeneca
AZN
$248B
| $1.28K | ﹤0.01% |
+19
| New | +$1.28K |
|
798
Coterra Energy
CTRA
$18.7B
| $1.25K | ﹤0.01% |
+49
| New | +$1.25K |
|
799
TOP Financial Group
TOP
$43M
| $1.24K | ﹤0.01% |
+327
| New | +$1.24K |
|
800
Coinbase
COIN
$78.2B
| $1.22K | ﹤0.01% |
+7
| New | +$1.22K |
|