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
IX icon
201
ORIX
IX
$32B
$47.6K 0.02%
1,823
FHI icon
202
Federated Hermes
FHI
$4.05B
$47.2K 0.02%
909
DAC icon
203
Danaos Corp
DAC
$1.72B
$46.9K 0.02%
522
GRID icon
204
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$5.01B
$45.8K 0.02%
303
WIT icon
205
Wipro
WIT
$29.1B
$44.7K 0.02%
17,013
+2,397
MMM icon
206
3M
MMM
$89.7B
$44.7K 0.02%
288
SHOP icon
207
Shopify
SHOP
$208B
$44.6K 0.02%
300
+33
GSK icon
208
GSK
GSK
$99.4B
$44.5K 0.02%
1,032
FSLR icon
209
First Solar
FSLR
$27.3B
$44.3K 0.02%
201
ALL icon
210
Allstate
ALL
$55.5B
$44.2K 0.02%
206
ACT icon
211
Enact Holdings
ACT
$5.74B
$43.8K 0.02%
1,143
GDDY icon
212
GoDaddy
GDDY
$16.9B
$43.6K 0.02%
319
BKNG icon
213
Booking.com
BKNG
$171B
$43.2K 0.02%
8
CTSH icon
214
Cognizant
CTSH
$40.5B
$43.1K 0.02%
643
+174
MA icon
215
Mastercard
MA
$511B
$42.7K 0.02%
75
SSTK icon
216
Shutterstock
SSTK
$667M
$42.6K 0.02%
2,043
+591
COF icon
217
Capital One
COF
$151B
$42.5K 0.02%
200
WB icon
218
Weibo
WB
$2.51B
$42.3K 0.02%
3,414
LX
219
LexinFintech Holdings
LX
$532M
$42K 0.02%
7,874
SPEU icon
220
SPDR Portfolio Europe ETF
SPEU
$732M
$41.9K 0.02%
841
+2
CCSI icon
221
Consensus Cloud Solutions
CCSI
$455M
$41.9K 0.02%
1,425
+124
MTG icon
222
MGIC Investment
MTG
$6.49B
$41.4K 0.02%
1,458
CHKP icon
223
Check Point Software Technologies
CHKP
$20.6B
$40.3K 0.02%
195
PH icon
224
Parker-Hannifin
PH
$112B
$39.4K 0.02%
52
XLV icon
225
State Street Health Care Select Sector SPDR ETF
XLV
$41B
$39K 0.02%
280