W

WealthCollab Portfolio holdings

AUM $178M
1-Year Est. Return 18.2%
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
975
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$742K
3 +$706K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$405K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$387K

Top Sells

1 +$334K
2 +$304K
3 +$140K
4
META icon
Meta Platforms (Facebook)
META
+$122K
5
EA icon
Electronic Arts
EA
+$111K

Sector Composition

1 Technology 6.37%
2 Materials 5.88%
3 Consumer Discretionary 2.99%
4 Communication Services 2.55%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LII icon
201
Lennox International
LII
$17.1B
$37.6K 0.02%
67
AMD icon
202
Advanced Micro Devices
AMD
$429B
$37.4K 0.02%
364
-3
HCKT icon
203
Hackett Group
HCKT
$491M
$37.3K 0.02%
1,276
PLTR icon
204
Palantir
PLTR
$472B
$36.9K 0.02%
437
-190
GILD icon
205
Gilead Sciences
GILD
$147B
$36.6K 0.02%
327
+4
SPEU icon
206
SPDR Portfolio Europe ETF
SPEU
$713M
$36.3K 0.02%
825
+3
MTG icon
207
MGIC Investment
MTG
$6.08B
$36.1K 0.02%
1,458
+90
COF icon
208
Capital One
COF
$139B
$35.9K 0.02%
200
UNFI icon
209
United Natural Foods
UNFI
$2.23B
$35.6K 0.02%
1,300
GM icon
210
General Motors
GM
$64.5B
$34.7K 0.02%
737
+95
BBAR icon
211
BBVA Argentina
BBAR
$3.17B
$34.6K 0.02%
1,909
PRG icon
212
PROG Holdings
PRG
$1.19B
$34.4K 0.02%
1,292
-85
GRID icon
213
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.97B
$34.3K 0.02%
+303
HCA icon
214
HCA Healthcare
HCA
$110B
$34.2K 0.02%
99
+25
IJJ icon
215
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.93B
$34K 0.02%
284
DHIL icon
216
Diamond Hill
DHIL
$355M
$33.9K 0.02%
237
+86
EVR icon
217
Evercore
EVR
$11.3B
$33.6K 0.02%
168
+35
PCAR icon
218
PACCAR
PCAR
$51.6B
$33.3K 0.02%
342
+12
ARKF icon
219
ARK Fintech Innovation ETF
ARKF
$1.51B
$33.3K 0.02%
1,000
TSEM icon
220
Tower Semiconductor
TSEM
$9.36B
$33.1K 0.02%
928
-19
GSL icon
221
Global Ship Lease
GSL
$1.09B
$33.1K 0.02%
1,447
-1,168
HSII icon
222
Heidrick & Struggles
HSII
$1.21B
$32.9K 0.02%
767
POR icon
223
Portland General Electric
POR
$5.01B
$32.8K 0.02%
736
+148
CTSH icon
224
Cognizant
CTSH
$35B
$32.7K 0.02%
427
-14
ALK icon
225
Alaska Air
ALK
$4.81B
$31.8K 0.02%
647