W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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 Sells

1 +$145K
2 +$98.8K
3 +$54.6K
4
TSLA icon
Tesla
TSLA
+$47.6K
5
RIVN icon
Rivian
RIVN
+$23.5K

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
PKX icon
876
POSCO
PKX
$16B
$1.48K ﹤0.01%
30
WDAY icon
877
Workday
WDAY
$56.8B
$1.45K ﹤0.01%
6
-13
GTM
878
ZoomInfo Technologies
GTM
$3.1B
$1.43K ﹤0.01%
131
GRNT icon
879
Granite Ridge Resources
GRNT
$627M
$1.42K ﹤0.01%
262
PBA icon
880
Pembina Pipeline
PBA
$21.5B
$1.42K ﹤0.01%
35
OC icon
881
Owens Corning
OC
$9.35B
$1.42K ﹤0.01%
10
CE icon
882
Celanese
CE
$4.48B
$1.39K ﹤0.01%
33
MZTI
883
The Marzetti Company
MZTI
$4.72B
$1.38K ﹤0.01%
8
OTLY
884
Oatly Group
OTLY
$340M
$1.38K ﹤0.01%
85
VLO icon
885
Valero Energy
VLO
$49.7B
$1.36K ﹤0.01%
8
DHI icon
886
D.R. Horton
DHI
$45.2B
$1.36K ﹤0.01%
8
NFBK icon
887
Northfield Bancorp
NFBK
$509M
$1.33K ﹤0.01%
113
EXPO icon
888
Exponent
EXPO
$3.7B
$1.32K ﹤0.01%
19
AMBP icon
889
Ardagh Metal Packaging
AMBP
$2.46B
$1.32K ﹤0.01%
330
ZGN icon
890
Zegna
ZGN
$2.61B
$1.3K ﹤0.01%
138
CRTO icon
891
Criteo
CRTO
$1.05B
$1.29K ﹤0.01%
57
FIVN icon
892
FIVE9
FIVN
$1.68B
$1.28K ﹤0.01%
+53
AKRO
893
DELISTED
Akero Therapeutics
AKRO
$1.28K ﹤0.01%
27
GCT icon
894
GigaCloud Technology
GCT
$1.48B
$1.28K ﹤0.01%
45
CORT icon
895
Corcept Therapeutics
CORT
$8.53B
$1.25K ﹤0.01%
15
TOL icon
896
Toll Brothers
TOL
$13.1B
$1.24K ﹤0.01%
+9
HRMY icon
897
Harmony Biosciences
HRMY
$2.24B
$1.24K ﹤0.01%
45
IVR icon
898
Invesco Mortgage Capital
IVR
$579M
$1.24K ﹤0.01%
164
BF.A icon
899
Brown-Forman Class A
BF.A
$13.9B
$1.21K ﹤0.01%
+45
CFFI icon
900
C&F Financial
CFFI
$250M
$1.21K ﹤0.01%
18