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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
ROCK icon
876
Gibraltar Industries
ROCK
$1.17B
$1.52K ﹤0.01%
38
OPTX icon
877
Syntec Optics
OPTX
$568M
$1.51K ﹤0.01%
215
-538
OLED icon
878
Universal Display
OLED
$4.2B
$1.47K ﹤0.01%
16
-23
BHC icon
879
Bausch Health
BHC
$1.93B
$1.45K ﹤0.01%
268
GPRK icon
880
GeoPark
GPRK
$715M
$1.44K ﹤0.01%
152
ZGN icon
881
Zegna
ZGN
$4B
$1.44K ﹤0.01%
138
HAIN icon
882
Hain Celestial
HAIN
$56.9M
$1.4K ﹤0.01%
2,000
RUSHB icon
883
Rush Enterprises Class B
RUSHB
$5.46B
$1.35K ﹤0.01%
21
AMBP icon
884
Ardagh Metal Packaging
AMBP
$2.43B
$1.34K ﹤0.01%
330
IVR icon
885
Invesco Mortgage Capital
IVR
$743M
$1.33K ﹤0.01%
164
SOLS
886
Solstice Advanced Materials
SOLS
$12.9B
$1.29K ﹤0.01%
17
EXPD icon
887
Expeditors International
EXPD
$21.8B
$1.29K ﹤0.01%
9
DEO icon
888
Diageo
DEO
$45.1B
$1.27K ﹤0.01%
+17
SEZL
889
Sezzle
SEZL
$4.33B
$1.27K ﹤0.01%
20
CMCO icon
890
Columbus McKinnon
CMCO
$385M
$1.26K ﹤0.01%
87
-83
HRMY icon
891
Harmony Biosciences
HRMY
$2.04B
$1.26K ﹤0.01%
45
AMPH icon
892
Amphastar Pharmaceuticals
AMPH
$905M
$1.25K ﹤0.01%
64
KBH icon
893
KB Home
KBH
$3.4B
$1.24K ﹤0.01%
24
SLDE
894
Slide Insurance Holdings
SLDE
$1.94B
$1.24K ﹤0.01%
+69
TOL icon
895
Toll Brothers
TOL
$13.8B
$1.23K ﹤0.01%
9
COIN icon
896
Coinbase
COIN
$42.3B
$1.22K ﹤0.01%
7
CBZ icon
897
CBIZ
CBZ
$1.82B
$1.21K ﹤0.01%
45
PAYX icon
898
Paychex
PAYX
$35.6B
$1.2K ﹤0.01%
13
CXT icon
899
Crane NXT
CXT
$2.36B
$1.18K ﹤0.01%
29
ACHC icon
900
Acadia Healthcare
ACHC
$2.29B
$1.17K ﹤0.01%
50
34 35
36
37 38