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
OOMA icon
851
Ooma
OOMA
$308M
$1.43K ﹤0.01%
+111
INSP icon
852
Inspire Medical Systems
INSP
$2.22B
$1.43K ﹤0.01%
11
+6
HRMY icon
853
Harmony Biosciences
HRMY
$1.69B
$1.42K ﹤0.01%
+45
EXPO icon
854
Exponent
EXPO
$3.3B
$1.42K ﹤0.01%
19
AMBP icon
855
Ardagh Metal Packaging
AMBP
$2.19B
$1.41K ﹤0.01%
330
IRWD icon
856
Ironwood Pharmaceuticals
IRWD
$245M
$1.41K ﹤0.01%
+1,970
INDV icon
857
Indivior
INDV
$3.15B
$1.4K ﹤0.01%
+95
SCHL icon
858
Scholastic
SCHL
$723M
$1.39K ﹤0.01%
+66
MZTI
859
The Marzetti Company
MZTI
$4.4B
$1.38K ﹤0.01%
8
CRH icon
860
CRH
CRH
$79.4B
$1.38K ﹤0.01%
+15
OC icon
861
Owens Corning
OC
$10.4B
$1.38K ﹤0.01%
10
CRTO icon
862
Criteo
CRTO
$1.16B
$1.37K ﹤0.01%
57
-157
ACHR icon
863
Archer Aviation
ACHR
$7.24B
$1.36K ﹤0.01%
125
VIK icon
864
Viking Holdings
VIK
$26.4B
$1.33K ﹤0.01%
25
GTM
865
ZoomInfo Technologies
GTM
$3.48B
$1.33K ﹤0.01%
131
MBI icon
866
MBIA
MBI
$335M
$1.32K ﹤0.01%
305
ACMR icon
867
ACM Research
ACMR
$2.71B
$1.32K ﹤0.01%
51
PBA icon
868
Pembina Pipeline
PBA
$21.8B
$1.31K ﹤0.01%
35
NFBK icon
869
Northfield Bancorp
NFBK
$428M
$1.3K ﹤0.01%
113
MT icon
870
ArcelorMittal
MT
$29.7B
$1.29K ﹤0.01%
41
IVR icon
871
Invesco Mortgage Capital
IVR
$484M
$1.29K ﹤0.01%
164
KBH icon
872
KB Home
KBH
$4.06B
$1.27K ﹤0.01%
24
MED icon
873
Medifast
MED
$134M
$1.26K ﹤0.01%
90
+63
ICL icon
874
ICL Group
ICL
$8.49B
$1.24K ﹤0.01%
180
EVER icon
875
EverQuote
EVER
$707M
$1.23K ﹤0.01%
+51