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
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1 +$5.45M
2 +$2.56M
3 +$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1 +$1.21M
2 +$175K
3 +$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHOP icon
201
Shopify
SHOP
$165B
$61.2K 0.03%
380
+80
HCA icon
202
HCA Healthcare
HCA
$119B
$61.2K 0.03%
131
+13
GSK icon
203
GSK
GSK
$109B
$61.1K 0.03%
1,245
+213
DFSE icon
204
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$531M
$60.9K 0.02%
1,467
UTHR icon
205
United Therapeutics
UTHR
$23.4B
$59.9K 0.02%
123
+6
VRSN icon
206
VeriSign
VRSN
$21.6B
$59.3K 0.02%
244
-68
IP icon
207
International Paper
IP
$18.9B
$59.1K 0.02%
1,500
INFY icon
208
Infosys
INFY
$54.4B
$57.7K 0.02%
3,239
+141
UHS icon
209
Universal Health Services
UHS
$11.6B
$57.3K 0.02%
263
+6
VSS icon
210
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.8B
$55.5K 0.02%
387
+140
OTEX icon
211
Open Text
OTEX
$5.85B
$53.4K 0.02%
1,640
CTSH icon
212
Cognizant
CTSH
$29.3B
$53.4K 0.02%
643
IX icon
213
ORIX
IX
$33.2B
$53.3K 0.02%
1,823
FSLR icon
214
First Solar
FSLR
$21.2B
$52.5K 0.02%
201
WB icon
215
Weibo
WB
$2.37B
$52.4K 0.02%
5,123
+1,709
NUKZ icon
216
Range Nuclear Renaissance Index ETF
NUKZ
$821M
$52.3K 0.02%
824
XLC icon
217
State Street Communication Services Select Sector SPDR ETF
XLC
$26.1B
$51.3K 0.02%
+436
BTQ
218
BTQ Technologies Corp
BTQ
$444M
$51.2K 0.02%
10,000
VUG icon
219
Vanguard Growth ETF
VUG
$194B
$49.8K 0.02%
102
VNT icon
220
Vontier
VNT
$5.13B
$49.7K 0.02%
1,336
GM icon
221
General Motors
GM
$66.4B
$49.6K 0.02%
610
DAC icon
222
Danaos Corp
DAC
$1.98B
$49.2K 0.02%
522
GIB icon
223
CGI
GIB
$15.5B
$48.5K 0.02%
526
-132
COF icon
224
Capital One
COF
$110B
$48.5K 0.02%
200
FHI icon
225
Federated Hermes
FHI
$4.3B
$48K 0.02%
921
+12