W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.47%
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
RUSHB icon
901
Rush Enterprises Class B
RUSHB
$4.52B
$1.21K ﹤0.01%
21
ACHR icon
902
Archer Aviation
ACHR
$5.94B
$1.2K ﹤0.01%
125
MESO
903
Mesoblast
MESO
$2.47B
$1.18K ﹤0.01%
73
COKE icon
904
Coca-Cola Consolidated
COKE
$10B
$1.17K ﹤0.01%
10
OPTX icon
905
Syntec Optics
OPTX
$199M
$1.17K ﹤0.01%
753
EVER icon
906
EverQuote
EVER
$833M
$1.17K ﹤0.01%
51
ONTO icon
907
Onto Innovation
ONTO
$10.4B
$1.16K ﹤0.01%
9
MORN icon
908
Morningstar
MORN
$8.36B
$1.16K ﹤0.01%
5
ICL icon
909
ICL Group
ICL
$7.09B
$1.13K ﹤0.01%
180
EXPD icon
910
Expeditors International
EXPD
$21.2B
$1.1K ﹤0.01%
9
ORLA
911
Orla Mining
ORLA
$6.39B
$1.09K ﹤0.01%
+101
APD icon
912
Air Products & Chemicals
APD
$57.7B
$1.09K ﹤0.01%
4
UL icon
913
Unilever
UL
$147B
$1.07K ﹤0.01%
16
XEL icon
914
Xcel Energy
XEL
$45.2B
$1.05K ﹤0.01%
13
-25
JBSS icon
915
John B. Sanfilippo & Son
JBSS
$866M
$1.03K ﹤0.01%
16
+7
RDN icon
916
Radian Group
RDN
$4.48B
$1.01K ﹤0.01%
28
UPWK icon
917
Upwork
UPWK
$2.78B
$985 ﹤0.01%
+53
PLAB icon
918
Photronics
PLAB
$2.1B
$941 ﹤0.01%
41
BJ icon
919
BJs Wholesale Club
BJ
$12.5B
$933 ﹤0.01%
10
ZIM icon
920
ZIM Integrated Shipping Services
ZIM
$2.74B
$908 ﹤0.01%
67
NNDM
921
Nano Dimension
NNDM
$410M
$900 ﹤0.01%
573
APA icon
922
APA Corp
APA
$9.16B
$899 ﹤0.01%
+37
CRSR icon
923
Corsair Gaming
CRSR
$563M
$892 ﹤0.01%
100
ZTS icon
924
Zoetis
ZTS
$55.1B
$878 ﹤0.01%
6
MOS icon
925
The Mosaic Company
MOS
$9.03B
$867 ﹤0.01%
+25