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WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$838K
3
+$828K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$734K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$585K

Top Sells

1
+$5.92M
2
+$2.81M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
AMZN icon
Amazon
AMZN
+$722K

Sector Composition

1 Materials 12.84%
2 Technology 5.23%
3 Consumer Discretionary 2.2%
4 Financials 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CC icon
851
Chemours
CC
$3.24B
$1.9K ﹤0.01%
+86
FCNCA icon
852
First Citizens BancShares
FCNCA
$24.5B
$1.89K ﹤0.01%
1
BNL icon
853
Broadstone Net Lease
BNL
$4.01B
$1.88K ﹤0.01%
103
UA icon
854
Under Armour Class C
UA
$2.49B
$1.85K ﹤0.01%
319
ONTO icon
855
Onto Innovation
ONTO
$15.1B
$1.85K ﹤0.01%
9
VIK icon
856
Viking Holdings
VIK
$41.6B
$1.84K ﹤0.01%
25
NUS icon
857
Nu Skin
NUS
$264M
$1.82K ﹤0.01%
250
-288
APTV icon
858
Aptiv
APTV
$14.4B
$1.81K ﹤0.01%
26
CSIQ icon
859
Canadian Solar
CSIQ
$1.07B
$1.8K ﹤0.01%
130
ZIM icon
860
ZIM Integrated Shipping Services
ZIM
$3.12B
$1.77K ﹤0.01%
67
VIRC icon
861
Virco
VIRC
$96.7M
$1.76K ﹤0.01%
288
LGIH icon
862
LGI Homes
LGIH
$1.29B
$1.74K ﹤0.01%
+44
CVLT icon
863
Commault Systems
CVLT
$5.23B
$1.71K ﹤0.01%
22
-20
PNW icon
864
Pinnacle West Capital
PNW
$12.4B
$1.71K ﹤0.01%
17
CEG icon
865
Constellation Energy
CEG
$88.1B
$1.68K ﹤0.01%
6
-13
DORM icon
866
Dorman Products
DORM
$3.83B
$1.67K ﹤0.01%
16
PLAB icon
867
Photronics
PLAB
$1.81B
$1.66K ﹤0.01%
41
STN icon
868
Stantec
STN
$8.22B
$1.64K ﹤0.01%
19
-26
SPYM
869
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
$1.61K ﹤0.01%
21
HTZWW
870
Hertz Global Holdings Warrants
HTZWW
$217M
$1.6K ﹤0.01%
700
FTDR icon
871
Frontdoor
FTDR
$4.74B
$1.59K ﹤0.01%
30
CRH icon
872
CRH
CRH
$70B
$1.58K ﹤0.01%
15
TRMB icon
873
Trimble
TRMB
$11.7B
$1.57K ﹤0.01%
24
NFBK icon
874
Northfield Bancorp
NFBK
$613M
$1.53K ﹤0.01%
113
COPX icon
875
Global X Copper Miners ETF NEW
COPX
$7.73B
$1.53K ﹤0.01%
+20
33 34
35
36 37