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
FLO icon
851
Flowers Foods
FLO
$1.86B
$1.76K ﹤0.01%
135
LSCC icon
852
Lattice Semiconductor
LSCC
$11.7B
$1.76K ﹤0.01%
24
CIEN icon
853
Ciena
CIEN
$47.7B
$1.75K ﹤0.01%
+12
MNR icon
854
Mach Natural Resources
MNR
$2.31B
$1.74K ﹤0.01%
132
BMGL
855
Basel Medical
BMGL
$11.6M
$1.74K ﹤0.01%
+953
BHC icon
856
Bausch Health
BHC
$1.84B
$1.73K ﹤0.01%
268
CSIQ icon
857
Canadian Solar
CSIQ
$1.23B
$1.7K ﹤0.01%
130
TGLS icon
858
Tecnoglass
TGLS
$2.04B
$1.67K ﹤0.01%
25
BMY icon
859
Bristol-Myers Squibb
BMY
$120B
$1.67K ﹤0.01%
+37
NUS icon
860
Nu Skin
NUS
$345M
$1.66K ﹤0.01%
+136
PAYX icon
861
Paychex
PAYX
$33.2B
$1.65K ﹤0.01%
13
SPYM
862
State Street SPDR Portfolio S&P 500 ETF
SPYM
$104B
$1.65K ﹤0.01%
21
NLOP
863
Net Lease Office Properties
NLOP
$203M
$1.63K ﹤0.01%
55
HELE icon
864
Helen of Troy
HELE
$380M
$1.61K ﹤0.01%
64
-37
ANET icon
865
Arista Networks
ANET
$168B
$1.6K ﹤0.01%
+11
RPRX icon
866
Royalty Pharma
RPRX
$19.6B
$1.59K ﹤0.01%
+45
PSMT icon
867
Pricesmart
PSMT
$4.58B
$1.58K ﹤0.01%
+13
TRI icon
868
Thomson Reuters
TRI
$42.8B
$1.55K ﹤0.01%
+10
VIK icon
869
Viking Holdings
VIK
$30.5B
$1.55K ﹤0.01%
25
CURV icon
870
Torrid Holdings
CURV
$124M
$1.55K ﹤0.01%
887
UA icon
871
Under Armour Class C
UA
$2.67B
$1.54K ﹤0.01%
319
KBH icon
872
KB Home
KBH
$3.35B
$1.53K ﹤0.01%
24
PNW icon
873
Pinnacle West Capital
PNW
$12.4B
$1.52K ﹤0.01%
17
MT icon
874
ArcelorMittal
MT
$38.6B
$1.48K ﹤0.01%
41
ZBH icon
875
Zimmer Biomet
ZBH
$18.2B
$1.48K ﹤0.01%
+15