WL
Wealthcollab LLC Portfolio
Invests via WealthCollab, LLC | Managed by WealthCollab, LLC
Invests via WealthCollab, LLC
Managed by WealthCollab, LLC
Automatically Tracked
Company Profile
Privately held investment and advisory platform specializing in wealth-management solutions for RIAs, family offices and high-net-worth clients, offering deal sourcing, portfolio construction and operational support to sponsors and advisers. WealthCollab, LLC emphasizes diversified alternative allocations and strategic partnerships to scale private-market access.
Privately held investment and advisory platform specializing in wealth-management solutions for RIAs, family offices and high-net-worth clients, offering deal sourcing, portfolio construction and operational support to sponsors and advisers. WealthCollab, LLC emphasizes diversified alternative allocations and strategic partnerships to scale private-market access.
Investment Philosophy & Strategy
Operates as a multi-strategy private-markets platform focused on scalable private-asset access for RIAs, family offices and HNW clients. Prioritizes diversified alternative allocations across real assets, credit, growth equity and structured private deals. Underwrites with institutional due diligence, sponsor alignment, liquidity and fee-efficient structuring; favors long-term value creation and cash-flow resilience over short-term alpha. Capital deployment is portfolio-driven, calibrated by risk buckets and liquidity horizons, leveraging operational support and distribution partnerships to scale deal flow and manager selection.
Operates as a multi-strategy private-markets platform focused on scalable private-asset access for RIAs, family offices and HNW clients. Prioritizes diversified alternative allocations across real assets, credit, growth equity and structured private deals. Underwrites with institutional due diligence, sponsor alignment, liquidity and fee-efficient structuring; favors long-term value creation and cash-flow resilience over short-term alpha. Capital deployment is portfolio-driven, calibrated by risk buckets and liquidity horizons, leveraging operational support and distribution partnerships to scale deal flow and manager selection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
66.64%
Gain +1.58%
Monthly
1.61%
Yearly
21.07%
Drawdown
15.71%
$289.8M
Equity
Holdings
$289.8M
Investment
$210.59M
$81.91M
Profit +$2.97M
Realized
$2.7M
Unrealized
$79.21M
Dividends
$9.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.58%
Profit
$2.97M
Win %
71%
This Week
Compared To Last Week
Gain
1.82%
Profit
$5.17M
Win %
71%
This Month
Compared to last month
Gain
-0.25%
Profit
-$717,768.86
Win %
71%
This Year
Compared to last year
Gain
5.17%
Profit
$14.24M
Win %
66%
RUSHB Rush Enterprises, Inc.
+50%
+$829.92 
XPER Xperi Inc.
+40.45%
+$2,920.21 
ACT Enact Holdings, Inc.
+28.59%
+$9,441.25 
FIHL Fidelis Insurance Holdings Limited
+27.86%
+$2,213.39 
RC Ready Capital Corporation
+8.19%
+$475.44 
MPC Marathon Petroleum Corporation
+7.42%
+$376.04 
PSX Phillips 66
+5.69%
+$278.64 
TGB Taseko Mines Ltd.
+5.41%
+$393.3 
EXE Expand Energy Corporation
+5.08%
+$273.76 
BTE Baytex Energy Corp
+4.79%
+$1,255 
ALSN Allison Transmission Holdings Inc.
+4.74%
+$282 
DOW Dow Inc.
+4.23%
+$58.28 
KSPI JSC Kaspi.kz American Depositary Receipt
+4.1%
+$277.5 
ISRG Intuitive Surgical, Inc.
+3.85%
+$626.51 
RMD ResMed Inc.
+3.83%
+$373.06 
NEM Newmont Corporation
+3.79%
+$81.32 
ABNB Airbnb, Inc.
+3.72%
+$2,114.97 
DDS Dillard's Inc.
+3.57%
+$152.88 
GPOR Gulfport Energy Corporation
+3.23%
+$572.25 
CRC California Resources Corp
+3.21%
+$146.96 
DDL Dingdong Cayman Limited - Sponsored ADR
+3.04%
+$97.93 
FERG Ferguson Enterprises Inc
+2.76%
+$155.98 
LPLA LPL Financial Holdings Inc.
+2.61%
+$474 
MDT Medtronic plc
+2.58%
+$1,237.5 
DHR Danaher Corporation
+2.25%
+$359.58 
AGRO Adecoagro S.A.
+2.22%
+$40.32 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+2.21%
+$589.68 
NOW ServiceNow, Inc.
+2.05%
+$3,430.4 
ILMN Illumina, Inc.
+2.04%
+$1,160.49 
SYK Stryker Corporation
+2%
+$122.04 
SCHL Scholastic Corporation
+1.91%
+$52.8 
RGLD Royal Gold Inc.
+1.83%
+$193.66 
MRK Merck & Co., Inc.
+1.82%
+$3,914.82 
LPL Lg Display Co., Ltd. - ADR
+1.82%
+$135.06 
CAMT Camtek Ltd.
+1.77%
+$77 
STVN Stevanato Group S.p.A.
+1.53%
+$2.79 
ANET Arista Networks, Inc.
+1.51%
+$108.3 
ACN Accenture plc Class A
+1.44%
+$126.5 
WKEY Wisekey International Holding AG - ADR
+1.39%
+$72 
CE Celanese Corporation
+1.3%
+$45.03 
FCX Freeport-McMoRan Inc.
+1.28%
+$1,582.42 
VALE Vale S.A.
+1.22%
+$65.52 
MCK McKesson Corporation
+1.18%
+$41.16 
SCCO Southern Copper Corporation
+1.18%
+$687.41 
IBB iShares Biotechnology ETF
+1.17%
+$180.18 
CTSH Cognizant Technology Solutions Corporation
+1.11%
+$549.12 
NOC Northrop Grumman Corporation
+1.1%
+$631 
BBW Build-A-Bear Workshop Inc.
+1.08%
+$166.8 
STT State Street Corp
+1.08%
+$244 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.08%
+$28.44 
AU AngloGold Ashanti plc
+1.07%
+$173.04 
SBR Sabine Royalty Trust
+1.04%
+$309.75 
GIS General Mills, Inc.
+1%
+$34.78 
PAYX Paychex Inc.
+0.95%
+$14.82 
GOOGL Alphabet Inc
+0.91%
+$7,711.92 
ELV Elevance Health, Inc.
+0.89%
+$140 
ABT Abbott Laboratories
+0.75%
+$622.08 
UI Ubiquiti Inc.
+0.74%
+$159.6 
WMT Walmart Inc.
+0.72%
+$2,188.62 
NICE Nice Ltd. Sponsored ADR
+0.7%
+$223.79 
TSLA Tesla, Inc.
+0.7%
+$786.6 
LX LexinFintech Holdings Ltd. American Depositary Shares
+0.69%
+$100.19 
JPM JPMorgan Chase & Co.
+0.64%
+$2,687.69 
BBY Best Buy Co., Inc.
+0.52%
+$18.06 
COST Costco Wholesale Corporation
+0.52%
+$2,445.28 
MOMO Hello Group Inc. Sponsored ADR
+0.51%
+$29.94 
SENEA Seneca Foods Corporation Class A
+0.5%
+$80.1 
RTX RTX Corporation
+0.49%
+$3,982.86 
EOSE Eos Energy Enterprises Inc.
+0.48%
+$80.56 
GDDY Godaddy Inc.
+0.46%
+$42 
GEN Gen Digital Inc.
+0.41%
+$44.88 
GGB Gerdau S.A.
+0.41%
+$20.7 
OBE Obsidian Energy Ltd.
+0.4%
+$52.68 
AUDC Audiocodes Ltd.
+0.3%
+$13.92 
RELX Relx PLC Sponsored ADR
+0.28%
+$10.6 
IX Orix Corporation Sponsored ADR
+0.25%
+$182.3 
DLX Deluxe Corporation
+0.24%
+$26.7 
INFY Infosys Limited
+0.24%
+$23.7 
U Unity Software Inc.
+0.23%
+$2.2 
GPRK GeoPark Ltd.
+0.21%
+$3.04 
FLR Fluor Corporation
+0.19%
+$22 
FSM Fortuna Mining Corp
+0.19%
+$44.28 
ONTO Onto Innovation Inc.
+0.19%
+$5.31 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.19%
+$20.86 
BMY Bristol-Myers Squibb Company
+0.18%
+$4.44 
NUS Nu Skin Enterprises Inc.
+0.18%
+$17.32 
CRSR Corsair Gaming Inc.
+0.17%
+$2.5 
EXPD Expeditors International of Washington, Inc.
+0.16%
+$2.61 
ICE Intercontinental Exchange, Inc.
+0.16%
+$28.56 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.15%
+$23.64 
NMR Nomura Holdings Inc. Sponsored ADR
+0.15%
+$10.15 
MATX Matson Inc.
+0.15%
+$36.27 
RKT Rocket Companies, Inc. Class A
+0.15%
+$0.46 
DEC Diversified Energy Company PLC
+0.14%
+$1 
F Ford Motor Company
+0.14%
+$6 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.14%
+$15.42 
HIMX Himax Technologies Inc.
+0.14%
+$24.76 
CRH CRH plc
+0.12%
+$1.8 
RS Reliance Inc.
+0.12%
+$19 
NFG National Fuel Gas Company
+0.11%
+$5.58 
NOK Nokia Corporation Sponsored ADR
+0.11%
+$33.15 
IIPR Innovative Industrial Properties Inc.
+0.1%
+$15.06 
BTG B2Gold Corp
+0.1%
+$6.18 
TLK Telkom Indonesia Persero Tbk. - ADR
+0.1%
+$37.17 
TSEM Tower Semiconductor Ltd.
+0.1%
+$96.75 
SNDK SanDisk Corporation
+0.1%
+$20.4 
SQM Quimica y Minera Chilena S.A. ADR
+0.1%
+$3.01 
NOA North American Construction Group Ltd.
+0.1%
+$0.06 
WF Woori Financial Group Inc. Sponsored ADR
+0.1%
+$93.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.1%
+$12,588.12 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+0.09%
+$9.78 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+0.09%
+$18.75 
TFII TFI International Inc.
+0.09%
+$6.48 
CCU Cia Cervecerias Unidas S.A. Sponsored ADR
+0.08%
+$2.05 
PBR Petrobras S.A. Sponsored ADR
+0.08%
+$19.52 
MCHP Microchip Technology Incorporated
+0.08%
+$3.57 
VIV Telefonica Brasil S.A. ADR
+0.08%
+$9.94 
UGP Ultrapar Participacoes S.A. Sponsored ADR
+0.08%
+$7.67 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+0.08%
+$150.33 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.08%
+$0.53 
SGHC Super Group (SGHC) Limited
+0.08%
+$2.34 
ZIM ZIM Integrated Shipping Services Ltd.
+0.07%
+$1.34 
AYI Acuity Brands Inc.
+0.07%
+$5.2 
HRI Herc Holdings Inc.
+0.07%
+$0.36 
MRP Millrose Properties Inc.
+0.07%
+$0.16 
GIB CGI Inc.
+0.07%
+$2.65 
LITE Lumentum Holdings Inc.
+0.07%
+$37.17 
NEU NewMarket Corporation
+0.07%
+$23.01 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+0.07%
+$95.05 
NATL NCR Atleos Corporation
+0.06%
+$0.18 
PINS Pinterest, Inc. Class A
+0.06%
+$9.39 
FIZZ National Beverage Corp.
+0.06%
+$11.84 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$4.34 
ALK Alaska Air Group Inc.
+0.06%
+$20.79 
CNA CNA Financial Corporation
+0.06%
+$2.4 
SKM SK Telecom Co., Ltd.
+0.06%
+$93.92 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.06%
+$3.39 
UHS Universal Health Services, Inc.
+0.06%
+$34.7 
GSK GSK plc Sponsored ADR
+0.06%
+$42.45 
BIDU Baidu Inc.
+0.06%
+$15.42 
IAG Iamgold Corporation
+0.06%
+$2.61 
QLYS Qualys, Inc.
+0.06%
+$3.7 
KT KT Corporation
+0.05%
+$55.19 
LSCC Lattice Semiconductor Corporation
+0.05%
+$1.89 
VRTS Virtus Investment Partners Inc.
+0.05%
+$1.8 
TOL Toll Brothers Inc
+0.05%
+$1.12 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.05%
+$168.48 
DSGX The Descartes Systems Group Inc.
+0.05%
+$6.44 
HLN Haleon Plc - ADR
+0.05%
+$1.5 
SLF Sun Life Financial Inc.
+0.05%
+$18.4 
FDXF FedEx Freight Holding Company Inc.
+0.05%
+$7.49 
CLS Celestica Inc.
+0.05%
+$310.99 
APRE Clear Creek Independent School District
+0.05%
+$0.05 
SNY Sanofi American Depositary Receipt
+0.05%
+$29.38 
VET Vermilion Energy Inc.
+0.05%
+$1.88 
EBF Ennis Inc.
+0.04%
+$17.3 
MFC Manulife Financial Corporation
+0.04%
+$34.8 
WDS Woodside Energy Group Ltd American Depositary Receipt
+0.04%
+$10.45 
CRDO Credo Technology Group Holding Ltd.
+0.04%
+$5.72 
KFY Korn Ferry
+0.04%
+$3.04 
NOMD Nomad Foods Ltd.
+0.04%
+$12.83 
YUMC Yum China Holdings Inc.
+0.04%
+$1.6 
USO United States Oil Fund, LP
+0.04%
+$24.35 
TIGO Millicom International Cellular S.A.
+0.04%
+$5.72 
NHI National Health Investors, Inc.
+0.04%
+$7.5 
LULU lululemon athletica inc.
+0.04%
+$0.7 
MP MP Materials Corp.
+0.04%
+$8.5 
TEM Tempus AI, Inc.
+0.04%
+$2.54 
CAE CAE Inc.
+0.04%
+$0.24 
OGN Organon & Co.
+0.04%
+$3.99 
TDC Teradata Corporation
+0.04%
+$9.17 
AMKR Amkor Technology Inc.
+0.04%
+$4.2 
BCS Barclays PLC Sponsored ADR
+0.04%
+$6.68 
LRN Stride, Inc.
+0.04%
+$1.41 
XLF Financial Select Sector SPDR Fund
+0.04%
+$36.5 
KBH KB Home
+0.03%
+$0.48 
PSMT PriceSmart Inc.
+0.03%
+$0.78 
RNR Renaissancere Holdings Ltd.
+0.03%
+$5.83 
DFIV Dimensional International Value ETF
+0.03%
+$215.08 
ALV Autoliv, Inc.
+0.03%
+$4.92 
CNR Core Natural Resources, Inc.
+0.03%
+$5.88 
FHI Federated Hermes Inc.
+0.03%
+$18.42 
HMC Honda Motor Co., Ltd.
+0.03%
+$1.96 
MANH Manhattan Associates Inc.
+0.03%
+$0.6 
EFOR Everforth, Inc.
+0.03%
+$20.08 
AMAT Applied Materials, Inc.
+0.03%
+$114.55 
BOX Box Inc.
+0.03%
+$6.71 
AMH American Homes 4 Rent
+0.03%
+$3.46 
DBX Dropbox Inc.
+0.03%
+$9.62 
UNM Unum Group
+0.03%
+$9.25 
VNT Vontier Corporation
+0.03%
+$11 
IWR iShares Russell Mid-Cap ETF
+0.03%
+$19.92 
AVA Avista Corp.
+0.03%
+$4.06 
AXP American Express Company
+0.03%
+$57.42 
MOV Movado Group Inc.
+0.03%
+$5.81 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.03%
+$1,758.46 
IEUR iShares Core MSCI Europe ETF
+0.03%
+$10.8 
AMD Advanced Micro Devices, Inc.
+0.03%
+$46.21 
AN AutoNation Inc.
+0.02%
+$1 
GMED Globus Medical Inc.
+0.02%
+$2.54 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+0.02%
+$26.94 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$29.46 
COKE Coca-Cola Consolidated Inc.
+0.02%
+$1.39 
IONQ IonQ, Inc.
+0.02%
+$3 
SFM Sprouts Farmers Market, Inc.
+0.02%
+$10.3 
AEM Agnico Eagle Mines Limited
+0.02%
+$0.68 
LNC Lincoln National Corporation
+0.02%
+$0.55 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.02%
+$1.09 
T AT&T Inc.
+0.02%
+$8.26 
WELL Welltower Inc.
+0.02%
+$1.45 
APTV Aptiv PLC
+0.02%
+$0.26 
POR Portland General Electric Company
+0.02%
+$8.13 
ETR Entergy Corporation
+0.02%
+$1.04 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$6.16 
UBS UBS Group AG
+0.02%
+$5.09 
SMH VanEck Semiconductor ETF
+0.02%
+$6.5 
CMF iShares California Muni Bond ETF
+0.02%
+$485.9 
IGM iShares Expanded Tech Sector ETF
+0.02%
+$2.52 
CSGP CoStar Group, Inc.
+0.02%
+$10 
GIL Gildan Activewear Inc.
+0.02%
+$0.61 
SNN Smith & Nephew plc ADR
+0.02%
+$4.71 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$108.76 
AEP American Electric Power Company, Inc.
+0.02%
+$2.48 
BJ BJ's Wholesale Club Holdings, Inc.
+0.02%
+$0.15 
IVZ Invesco Ltd.
+0.02%
+$1.18 
ESNT Essent Group Ltd.
+0.01%
+$2.98 
TEX Terex Corporation
+0.01%
+$2.18 
VIS Vanguard Industrials ETF
+0.01%
+$1.61 
BSAC Banco Santander-Chile ADR
+0.01%
+$1.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$51.97 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$223.71 
APA APA Corporation
+0.01%
+$0.45 
COIN Coinbase Global, Inc.
+0.01%
+$0.14 
DB Deutsche Bank AG
+0.01%
+$2.84 
PIPR Piper Sandler Companies
+0.01%
+$0.44 
SYF Synchrony Financial
+0.01%
+$1.68 
UTHR United Therapeutics Corporation
+0.01%
+$7.9 
ARKK ARK Innovation ETF Fund
+0.01%
+$2 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.01%
+$36.91 
CNS Cohen & Steers Inc.
+0.01%
+$0.44 
DUK Duke Energy Corporation
+0.01%
+$1.38 
GPN Global Payments Inc.
+0.01%
+$0.26 
IP International Paper Company
+0.01%
+$7.5 
ZS Zscaler Inc.
+0.01%
+$0.56 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.01%
+$12.7 
IWD iShares Russell 1000 Value ETF
+0.01%
+$25.89 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$227.63 
VXF Vanguard Extended Market ETF
+0.01%
+$171.3 
CP Canadian Pacific Kansas City Limited
+0.01%
+$1.29 
HCC Warrior Met Coal Inc.
+0.01%
+$0.99 
COPX Global X Copper Miners ETF
+0.01%
+$0.46 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.01%
+$0.01 
VGK Vanguard FTSE Europe ETF
+0.01%
+$10.28 
ALKS Alkermes plc
+0.01%
+$2.4 
BIIB Biogen Inc.
+0.01%
+$4 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$0.52 
RIO Rio Tinto Plc Sponsored ADR
+0.01%
+$13.4 
VLTO Veralto Corporation
+0.01%
+$0.26 
ZM Zoom Video Communications, Inc.
+0.01%
+$3.94 
VNQ Vanguard Real Estate ETF
+0.01%
+$857.99 
PFGC Performance Food Group Co.
+0.01%
+$1.29 
TIP iShares TIPS Bond ETF
+0.01%
+$188.4 
VPL Vanguard FTSE Pacific ETF
+0.01%
+$0.78 
SU Suncor Energy Inc.
+0.01%
+$8.66 
TTWO Take-Two Interactive Software, Inc.
+0.01%
+$0.06 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$9.2 
IVV iShares Core S&P 500 ETF
+0.01%
+$1.44 
ADP Automatic Data Processing Inc.
+0.01%
+$5.24 
AMGN Amgen Inc.
+0.01%
+$2.34 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$16.87 
CHTR Charter Communications Inc
+0.01%
+$1.89 
FAF First American Financial Corporation
+0.01%
+$0.77 
FDS FactSet Research Systems Inc.
+0.01%
+$0.06 
TRV The Travelers Companies, Inc.
+0.01%
+$1.62 
VST Vistra Corp
+0.01%
+$0.78 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$6.25 
VTV Vanguard Value ETF
+0.01%
+$4.91 
NVS Novartis AG Sponsored ADR
+0.01%
+$6.92 
OSK Oshkosh Corporation
+0.01%
+$0.82 
QCOM QUALCOMM Incorporated
+0.01%
+$5.73 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$5.09 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$12.1 
CAT Caterpillar Inc.
+0.01%
+$0.16 
NDAQ Nasdaq, Inc.
+0.01%
+$0.15 
PNW Pinnacle West Capital Corporation
+0.01%
+$0.09 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$20.41 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$42.61 
MUB iShares National Muni Bond ETF
+0.01%
+$522.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$131.64 
VOE Vanguard Mid-Cap Value ETF
+0.01%
+$0.5 
FSLR First Solar, Inc.
0%
+$2.01 
IVE ISHARES S&P 500 VALUE ETF
0%
+$4.36 
APP AppLovin Corporation Class A Common Stock
0%
+$0.54 
EG Everest Group, Ltd.
0%
+$1.53 
EVR Evercore Inc.
0%
+$2.38 
MCD McDonald's Corporation
0%
+$2.24 
SNPS Synopsys, Inc.
0%
+$0.64 
BLK BlackRock, Inc.
0%
+$0.03 
CALI China Auto Logistics Inc.
0%
+$0.52 
ABAT American Battery Technology Company
0%
$0 
ACHC Acadia Healthcare Company, Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AI C3.ai Inc.
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
ARIS Aris Water Solutions Inc.
0%
$0 
ASC Ardmore Shipping Corporation
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BFH Bread Financial Holdings Inc.
0%
$0 
BGC BGC Group, Inc.
0%
$0 
BHC Bausch Health Companies Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
$0 
BKH Black Hills Corporation
0%
$0 
BWA BorgWarner Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CC Chemours Co.
0%
$0 
CCSI Consensus Cloud Solutions, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGNT Cognyte Software Ltd.
0%
$0 
CHRD Chord Energy Corp
0%
$0 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
CLBT Cellebrite DI Ltd.
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
COLL Collegium Pharmaceutical Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
CRSP Crispr Therapeutics AG
0%
$0 
CSTM Constellium SE
0%
$0 
CTRE CareTrust REIT Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
$0 
DGII Digi International Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DRS Leonardo DRS, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EGO Eldorado Gold Corporation
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EMBC Embecta Corp.
0%
$0 
ENR Energizer Holdings Inc.
0%
$0 
EQX Equinox Gold Corp.
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
EVER EverQuote Inc.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
FIVN Five9 Inc.
0%
$0 
FRO Frontline plc
0%
$0 
FTS Fortis Inc.
0%
$0 
FVRR Fiverr International Ltd.
0%
$0 
GCT GigaCloud Technology Inc Class A Ordinary Shares
0%
$0 
GD General Dynamics Corporation
0%
$0 
GDRX GoodRx Holdings, Inc. Class A Common Stock
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GIII G-III Apparel Group, Ltd.
0%
$0 
GLNG Golar LNG Ltd.
0%
$0 
GMAB Genmab A/S Sponsored ADR
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GPRE Green Plains Inc.
0%
$0 
GRRR Gorilla Technology Group Inc.
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HRTG Heritage Insurance Holdings, Inc.
0%
$0 
HRMY Harmony Biosciences Holdings, Inc.
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HSTM HealthStream Inc.
0%
$0 
HUBG Hub Group Inc.
0%
$0 
IMKTA Ingles Markets Inc.
0%
$0 
IMXI International Money Express Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INDV Indivior Pharmaceuticals, Inc.
0%
$0 
INMD InMode Ltd.
0%
$0 
INTC Intel Corporation
0%
$0 
INVA Innoviva Inc.
0%
$0 
ITRN Ituran Location and Control Ltd.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KRNT Kornit Digital Ltd.
0%
$0 
LAW CS Disco Inc.
0%
$0 
LAUR Laureate Education Inc.
0%
$0 
LGIH LGI Homes Inc.
0%
$0 
LIVN LivaNova PLC
0%
$0 
LNTH Lantheus Holdings, Inc.
0%
$0 
LOPE Grand Canyon Education Inc.
0%
$0 
LWLG Lightwave Logic Inc.
0%
$0 
MEOH Methanex Corporation
0%
$0 
MESO Mesoblast Limited Sponsored ADR
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MT ArcelorMittal S.A.
0%
$0 
MTCH Match Group, Inc.
0%
$0 
MVST Microvast Holdings Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NEWT NewtekOne Inc.
0%
$0 
NFBK Northfield Bancorp Inc.
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NMRK Newmark Group Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NUTX Nutex Health Inc.
0%
$0 
NWG NatWest Group plc Sponsored ADR
0%
$0 
O Realty Income Corporation
0%
$0 
OEC Orion S.A.
0%
$0 
OFLX Omega Flex, Inc.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OSPN OneSpan Inc.
0%
$0 
OTTR Otter Tail Corporation
0%
$0 
OUT OUTFRONT Media Inc.
0%
$0 
PATK Patrick Industries Inc.
0%
$0 
PBYI Puma Biotechnology Inc.
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PLAB Photronics Inc.
0%
$0 
PKX Posco Holdings Inc.
0%
$0 
PPC Pilgrim's Pride Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRGS Progress Software Corporation
0%
$0 
PRDO Perdoceo Education Corporation
0%
$0 
RDN Radian Group Inc.
0%
$0 
RIGL Rigel Pharmaceuticals, Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RNG RingCentral Inc.
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
RPD Rapid7 Inc.
0%
$0 
RSI Rush Street Interactive Inc.
0%
$0 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SB Safe Bulkers Inc.
0%
$0 
SEIC SEI Investments Company
0%
$0 
SEZL Sezzle Inc.
0%
$0 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
0%
$0 
SIGA Siga Technologies Inc.
0%
$0 
SITC Site Centers Corp.
0%
$0 
SLM SLM Corporation
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SON Sonoco Products Co.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SSTK Shutterstock Inc.
0%
$0 
SSL Sasol Ltd Sponsored ADR
0%
$0 
STRA Strategic Education Inc.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
SXC SunCoke Energy Inc.
0%
$0 
TASK TaskUs, Inc.
0%
$0 
THRM Gentherm Inc.
0%
$0 
TRMD TORM plc Class A
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
TX Ternium S.A. Sponsored ADR
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UPBD Upbound Group, Inc.
0%
$0 
URBN Urban Outfitters Inc.
0%
$0 
USNA Usana Health Sciences, Inc.
0%
$0 
UTMD Utah Medical Products Inc.
0%
$0 
VC Visteon Corporation
0%
$0 
VCTR Victory Capital Holdings, Inc. Class A
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VMD Viemed Healthcare Inc.
0%
$0 
VLGEA Village Super Market, Inc. Class A Common Stock
0%
$0 
VTRS Viatris Inc.
0%
$0 
WB Weibo Corporation American Depositary Receipt
0%
$0 
WINA Winmark Corporation
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
ZD Ziff Davis, Inc.
0%
$0 
AVSD Avantis Responsible International Equity ETF
0%
-$1.15 
ARKF Ark Fintech Innovation ETF
0%
$0 
AVSE Avantis Responsible Emerging Markets Equity ETF
0%
-$0.27 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
EEMA iShares MSCI Emerging Markets Asia ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FIG Figma Inc. Class A Common Stock
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
ITB iShares U.S. Home Construction ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
IYT iShares U.S. Transportation ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IZRL Ark Israel Innovative Technology ETF
0%
$0 
KBWB Invesco KBW Bank ETF
0%
$0 
JOYY JOYY Inc. American Depositary Shares
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFFV Global X Variable Rate Preferred ETF
0%
$0 
PXH Invesco FTSE RAFI Emerging Markets ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SPIP SPDR Portfolio TIPS ETF
0%
$0 
SPEU SPDR Portfolio Europe ETF
0%
$0 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
AISP Airship AI Holdings Inc.
0%
$0 
OPTX Syntec Optics Holdings Inc.
0%
$0 
DAVE Dave Inc. Class A Common Stock
0%
$0 
HAFN Hafnia Ltd
0%
$0 
BWLP BW LPG Limited
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
TTAN ServiceTitan, Inc.
0%
$0 
YB Yuanbao Inc. ADR
0%
$0 
GTM ZoomInfo Technologies Inc.
0%
$0 
SLDE Slide Insurance Holdings, Inc.
0%
$0 
BTQ BTQ Technologies Corp.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 MRX
MRX
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 ATS
ATS
0%
$0 GMEW
GMEWS
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 DGXX
DGXX
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
NSLR SuRo Capital Corp.
0%
$0 
CAN Canaan Inc.
-6.54%
-$11.31 
HTZWW Hertz Global Holdings, Inc. Warrant
-6.36%
-$49 
IRWD Ironwood Pharmaceuticals Inc.
-6.25%
-$531.9 
DOLE Dole plc
-6.15%
-$190.4 
ARM Arm Holdings plc American Depositary Receipt
-5.21%
-$250.24 
GLW Corning Incorporated
-4.78%
-$1,758.24 
UAL United Airlines Holdings, Inc.
-4.48%
-$933.8 
OTLY Oatly Group AB Sponsored ADR
-4.37%
-$51 
TNL Travel + Leisure Co.
-4.3%
-$485.1 
VYX NCR Voyix Corp
-3.88%
-$3.84 
BTI British American Tobacco p.l.c. ADR
-3.84%
-$36.48 
BLDR Builders FirstSource, Inc.
-3.63%
-$127.37 
MTH Meritage Homes Corporation
-3.51%
-$618.32 
CVLG Covenant Logistics Group Inc.
-3.38%
-$751.14 
GRBK Green Brick Partners Inc.
-3.27%
-$245.14 
LEN-B Lennar Corporation
-3.08%
-$1,204.98 
HG Hamilton Insurance Group, Ltd.
-2.95%
-$453.68 
DHI D.R. Horton, Inc.
-2.93%
-$35.36 
FINV FinVolution Group
-2.88%
-$2,132.34 
NVDA NVIDIA Corporation
-2.86%
-$49,773.73 
KLAC KLA Corporation
-2.71%
-$161.1 
BBSI Barrett Business Services Inc.
-2.68%
-$380.92 
BAK Braskem S.A. - ADR
-2.62%
-$32.94 
EGHT 8x8 Inc.
-2.61%
-$35.7 
SWKS Skyworks Solutions Inc.
-2.59%
-$585.6 
MHO M/I Homes Inc.
-2.56%
-$2,458.49 
BELFB Bel Fuse Inc.
-2.53%
-$339.48 
MGM MGM Resorts International
-2.5%
-$27.75 
PCG PG&E Corporation
-2.4%
-$215.46 
JEF Jefferies Financial Group Inc.
-2.31%
-$74.67 
DHT DHT Holdings Inc.
-2.29%
-$20.64 
BNL Broadstone Net Lease Inc.
-2.25%
-$48.41 
AFL Aflac Inc.
-2.14%
-$136.17 
NNN NNN REIT, Inc.
-2.09%
-$639.94 
PM Philip Morris International Inc.
-1.88%
-$1,324.47 
OOMA Ooma Inc.
-1.77%
-$276.12 
MDLZ Mondelez International, Inc.
-1.73%
-$17.28 
AMG Affiliated Managers Group Inc.
-1.71%
-$1,444.99 
DAC Danaos Corporation
-1.71%
-$2,112 
AAPL Apple Inc.
-1.62%
-$67,339.74 
UNFI United Natural Foods Inc.
-1.61%
-$988 
LRCX Lam Research Corporation
-1.59%
-$1,569.15 
CERT Certara, Inc.
-1.58%
-$650 
GPK Graphic Packaging Holding Company
-1.57%
-$68.02 
CMRE Costamare Inc.
-1.57%
-$262.43 
BRBR BellRing Brands Inc.
-1.56%
-$114.66 
ADI Analog Devices, Inc.
-1.54%
-$342.28 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$202.35 
STX Seagate Technology Holdings plc
-1.45%
-$1,106.38 
ORLY O'Reilly Automotive Inc.
-1.39%
-$312 
KOP Koppers Holdings Inc.
-1.37%
-$225.4 
ACCO Acco Brands Corporation
-1.36%
-$88.38 
ENIC Enel Chile S.A.
-1.32%
-$28.92 
GSL Global Ship Lease Inc.
-1.32%
-$1,199.52 
NHC National HealthCare Corporation
-1.31%
-$90.24 
ORI Old Republic International Corp.
-1.3%
-$271.6 
TK Teekay Corporation Ltd.
-1.24%
-$102.2 
CANG Cango Inc. - ADR
-1.2%
-$1.77 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-1.11%
-$42.75 
NUKZ Range Nuclear Renaissance ETF
-1.05%
-$585.04 
VGT Vanguard Information Technology ETF
-0.99%
-$614.4 
GNTX Gentex Corporation
-0.95%
-$243.57 
XYF X Financial
-0.94%
-$121.45 
PEP PepsiCo, Inc.
-0.93%
-$1,780.21 
IFS Intercorp Financial Services Inc.
-0.92%
-$184.14 
GOOS Canada Goose Holdings Inc.
-0.91%
-$24.88 
DPZ Domino's Pizza Inc.
-0.88%
-$21.7 
SBUX Starbucks Corporation
-0.88%
-$930 
EH Ehang Holdings Ltd.
-0.87%
-$1 
AEG Aegon N.V.
-0.84%
-$88.24 
HPQ HP Inc.
-0.83%
-$298.25 
HAIN The Hain Celestial Group, Inc.
-0.75%
-$9 
JBSS John B. Sanfilippo & Son, Inc.
-0.71%
-$73.75 
BA Boeing Company
-0.69%
-$3,921.78 
MTG MGIC Investment Corporation
-0.69%
-$306.18 
PAVE Global X U.S. Infrastructure Development ETF
-0.67%
-$36.66 
ESGE iShares ESG Aware MSCI EM ETF
-0.66%
-$546.7 
MPTI M-tron Industries, Inc.
-0.64%
-$45.36 
FIS Fidelity National Information Services, Inc.
-0.61%
-$47.58 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.59%
-$2.72 
UGI UGI Corporation
-0.56%
-$2.85 
EFA iShares MSCI EAFE ETF
-0.5%
-$941.76 
GEMI Gemini Space Station, Inc.
-0.49%
-$32.78 
SBH Sally Beauty Holdings Inc.
-0.47%
-$306.8 
G Genpact Ltd.
-0.47%
-$23.52 
KR Kroger Co.
-0.44%
-$249.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.44%
-$43.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$90,653.18 
AVEM Avantis Emerging Markets Equity ETF
-0.43%
-$21,740.8 
IBM International Business Machines Corporation
-0.41%
-$1,050.51 
VRRM Verra Mobility Corporation
-0.41%
-$13.66 
AVSU Avantis Responsible U.S. Equity ETF
-0.37%
-$930.97 
OPY Oppenheimer Holdings Inc.
-0.35%
-$117 
IWF iShares Russell 1000 Growth ETF
-0.34%
-$794.64 
FOR Forestar Group Inc.
-0.34%
-$25.2 
GIC Global Industrial Company
-0.31%
-$18 
BBAI BigBear.ai Holdings Inc.
-0.31%
-$78.02 
FUTU Futu Holdings Limited - ADR
-0.29%
-$3.84 
SNAP Snap Inc.
-0.28%
-$1,869.18 
ACHR Archer Aviation Inc.
-0.27%
-$1.87 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.27%
-$65.55 
AVES Avantis Emerging Markets Value ETF
-0.26%
-$57.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.26%
-$48.6 
YELP Yelp Inc.
-0.23%
-$43.56 
PUK Prudential plc ADR
-0.21%
-$11.22 
KO The Coca-Cola Company
-0.21%
-$113.94 
GNW Genworth Financial Inc.
-0.21%
-$35.88 
AMBP Ardagh Metal Packaging S.A.
-0.2%
-$3.3 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.18%
-$23.16 
YALA Yalla Group Ltd.
-0.18%
-$37.57 
RMAX Re/Max Holdings Inc.
-0.18%
-$42.12 
BBAR BBVA Argentina S.A. ADR
-0.17%
-$57.27 
AQN Algonquin Power & Utilities Corp.
-0.17%
-$7.19 
DAVA Endava plc
-0.17%
-$2.92 
MMS Maximus Inc.
-0.17%
-$13.1 
ACMR Acm Research Inc.
-0.17%
-$7.14 
LYG Lloyds Banking Group Plc ADR
-0.16%
-$10.46 
AVDV Avantis International Small Cap Value ETF
-0.15%
-$16,177.03 
WU Western Union Co.
-0.14%
-$89.8 
PBT Permian Basin Royalty Trust
-0.12%
-$12.96 
RDY Dr. Reddy's Laboratories Ltd.
-0.12%
-$59.8 
BWMX Betterware de México S.A.P.I. de C.V.
-0.12%
-$4.42 
ENS EnerSys
-0.12%
-$7.04 
ARGX argenx SE American Depositary Receipt
-0.11%
-$13.72 
PJT PJT Partners Inc.
-0.11%
-$7.79 
NVTS Navitas Semiconductor Corporation
-0.11%
-$12.6 
DFIN Donnelley Financial Solutions Inc.
-0.11%
-$11.05 
OPFI OppFi Inc.
-0.11%
-$2.09 
URI United Rentals, Inc.
-0.1%
-$4.64 
AAMI Acadian Asset Management Inc.
-0.1%
-$166.32 
JHX James Hardie Industries plc
-0.1%
-$0.27 
GEO The Geo Group, Inc.
-0.1%
-$12.15 
QBTS D-Wave Quantum Inc.
-0.1%
-$20 
SMCI Super Micro Computer Inc
-0.1%
-$16.5 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-0.09%
-$36.55 
GFS GlobalFoundries Inc.
-0.09%
-$4.55 
WMK Weis Markets Inc.
-0.09%
-$21.77 
ASTE Astec Industries Inc.
-0.09%
-$0.68 
PTON Peloton Interactive, Inc.
-0.09%
-$2.5 
ERO Ero Copper Corp.
-0.09%
-$4.41 
GL Globe Life Inc.
-0.09%
-$29.12 
FCNCA First Citizens BancShares, Inc.
-0.08%
-$1.87 
UA Under Armour Inc.
-0.08%
-$1.59 
OLP One Liberty Properties Inc.
-0.08%
-$11.5 
NLY Annaly Capital Management, Inc.
-0.08%
-$19 
STN Stantec Inc.
-0.08%
-$1.14 
FICO Fair Isaac Corporation
-0.08%
-$8.4 
HLF Herbalife Ltd.
-0.08%
-$28.75 
MCB Metropolitan Bank Holding Corp.
-0.08%
-$25.5 
TAC TransAlta Corporation
-0.08%
-$4.8 
JD JD.com Inc.
-0.08%
-$9.07 
QFIN Qifu Technology, Inc. American Depositary Shares
-0.08%
-$12.95 
CXT Crane NXT Co.
-0.07%
-$1.16 
ODC Oil-Dri Corporation of America
-0.07%
-$2.31 
TS Tenaris S.A.
-0.07%
-$15.56 
LII Lennox International Inc.
-0.07%
-$21.44 
CEPU Central Puerto S.A. Sponsored ADR
-0.07%
-$4.16 
LCID Lucid Group, Inc.
-0.07%
-$0.12 
JXN Jackson Financial Inc.
-0.07%
-$15.66 
DFAT Dimensional US Targeted Value ETF
-0.07%
-$1,148.75 
BBUC Brookfield Business Corp Class A
-0.07%
-$1.6 
BDC Belden Inc.
-0.07%
-$12.87 
TPR Tapestry Inc.
-0.07%
-$60.06 
DFH Dream Finders Homes Inc.
-0.07%
-$1.64 
ZGN Ermenegildo Zegna N.V.
-0.07%
-$1.38 
NG NovaGold Resources Inc.
-0.07%
-$20.8 
HRB H&R Block Inc.
-0.07%
-$18.39 
CARG CarGurus, Inc.
-0.06%
-$14.68 
ZTO ZTO Express (Cayman) Inc.
-0.06%
-$1.49 
CSIQ Canadian Solar Inc.
-0.06%
-$1.3 
VTS Vitesse Energy Inc.
-0.06%
-$0.06 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.06%
-$16.49 
XOM Exxon Mobil Corporation
-0.06%
-$134.12 
ABBV AbbVie Inc.
-0.06%
-$56.1 
ARCO Arcos Dorados Holdings Inc.
-0.06%
-$4.8 
PSO Pearson plc Sponsored ADR
-0.06%
-$16.53 
CMBT CMB.TECH NV
-0.06%
-$10.23 
GPI Group 1 Automotive Inc.
-0.06%
-$8.48 
HNI HNI Corporation
-0.06%
-$1.02 
SOLV Solventum Corporation
-0.06%
-$7.4 
M Macy's Inc.
-0.06%
-$3.93 
IWP iShares Russell Mid-Cap Growth ETF
-0.06%
-$63.15 
EAT Brinker International Inc.
-0.06%
-$36.92 
HTGC Hercules Capital Inc.
-0.06%
-$1.35 
LDOS Leidos Holdings Inc.
-0.06%
-$28.4 
LEA Lear Corporation
-0.06%
-$20.44 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$10.45 
CRUS Cirrus Logic, Inc.
-0.06%
-$9.8 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$4.67 
WSM Williams-Sonoma, Inc.
-0.06%
-$31.36 
AVGO Broadcom Inc.
-0.06%
-$196.01 
DG Dollar General Corporation
-0.06%
-$5.6 
ENVA Enova International Inc.
-0.06%
-$5.18 
MFA MFA Financial Inc.
-0.05%
-$3.12 
ORCL Oracle Corporation
-0.05%
-$8.48 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$274.89 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$2.7 
SCHE Schwab Emerging Markets Equity ETF
-0.05%
-$99.24 
DORM Dorman Products, Inc.
-0.05%
-$0.15 
GLOB Globant S.A.
-0.05%
-$2.78 
LLY Eli Lilly and Company
-0.05%
-$476.28 
UMC United Microelectronics Corp. Sponsored ADR
-0.05%
-$21.4 
DEO Diageo plc Sponsored ADR
-0.05%
-$0.85 
GME Gamestop Corp.
-0.05%
-$1.2 
SIG Signet Jewelers Ltd.
-0.05%
-$6.5 
COF Capital One Financial Corporation
-0.05%
-$22 
DOX Amdocs Limited
-0.05%
-$0.72 
LEGH Legacy Housing Corporation
-0.05%
-$6.22 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$52.02 
SIRI Sirius XM Holdings Inc.
-0.05%
-$2.62 
THO Thor Industries Inc.
-0.05%
-$1.4 
NBIX Neurocrine Biosciences Inc.
-0.05%
-$3.2 
NRC National Research Corporation
-0.05%
-$9.87 
AMPH Amphastar Pharmaceuticals Inc.
-0.05%
-$1.16 
COLB Columbia Banking System, Inc.
-0.05%
-$3.79 
HCA HCA Healthcare Inc.
-0.05%
-$28 
META Meta Platforms Inc Class A
-0.05%
-$385.86 
SF Stifel Financial Corp.
-0.05%
-$3.04 
AVNW Aviat Networks, Inc.
-0.05%
-$5.76 
PLPC Preformed Line Products Co.
-0.05%
-$7.26 
PRG Prog Holdings Inc.
-0.05%
-$51.54 
VIK Viking Holdings Ltd
-0.05%
-$1.25 
CBT Cabot Corporation
-0.05%
-$3.96 
KARO Karooooo Ltd.
-0.05%
-$14.94 
YUM Yum! Brands, Inc.
-0.05%
-$5.32 
VB Vanguard Small-Cap ETF
-0.05%
-$93.51 
BCE BCE Inc.
-0.04%
-$11.78 
BKE Buckle Inc.
-0.04%
-$11.34 
MLI Mueller Industries Inc.
-0.04%
-$1.38 
PI Impinj, Inc.
-0.04%
-$4.16 
PD PagerDuty Inc.
-0.04%
-$15.71 
CI The Cigna Group
-0.04%
-$1.56 
DRD DRDGOLD Limited American Depositary Receipts
-0.04%
-$4.65 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$13.12 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$13.35 
CDLR Cadeler A/S
-0.04%
-$10 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.04%
-$25.15 
AER AerCap Holdings N.V.
-0.04%
-$25.44 
CBRE CBRE Group Inc.
-0.04%
-$8.22 
CLDT Chatham Lodging Trust
-0.04%
-$7.53 
FCPT Four Corners Property Trust Inc.
-0.04%
-$2.05 
GS The Goldman Sachs Group, Inc.
-0.04%
-$47.05 
KEP Korea Electric Power Corporation Sponsored ADR
-0.04%
-$4.18 
OTEX Open Text Corporation
-0.04%
-$12.74 
JHG Janus Henderson Group plc
-0.04%
-$10.52 
MKC McCormick & Company, Incorporated
-0.04%
-$0.26 
TKR Timken Co.
-0.04%
-$1.8 
FISV Fiserv, Inc.
-0.04%
-$20.86 
ATEN A10 Networks, Inc.
-0.04%
-$3.9 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$4.92 
MO Altria Group, Inc.
-0.04%
-$13.35 
PFE Pfizer Inc.
-0.04%
-$50.17 
URNM Sprott Uranium Miners ETF
-0.04%
-$0.34 
ANF Abercrombie & Fitch Co.
-0.04%
-$12.72 
CMI Cummins Inc.
-0.04%
-$0.46 
CNO CNO Financial Group Inc.
-0.04%
-$10.18 
EVRG Evergy Inc.
-0.04%
-$9.12 
MA Mastercard Incorporated
-0.04%
-$12 
SNX TD Synnex Corporation
-0.04%
-$2.16 
TTD The Trade Desk, Inc. Class A
-0.04%
-$1.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$85.67 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-0.04%
-$63.38 
CHKP Check Point Software Technologies Ltd.
-0.04%
-$9.63 
SM SM Energy Company
-0.04%
-$2.77 
XLE Energy Select Sector SPDR Fund
-0.04%
-$1.02 
TXNM TxnM Energy Inc.
-0.04%
-$1.52 
HUT Hut 8 Corp.
-0.03%
-$1.71 
ITW Illinois Tool Works Inc.
-0.03%
-$1.5 
TJX The TJX Companies, Inc.
-0.03%
-$12.87 
TXT Textron Inc.
-0.03%
-$4.08 
IBN ICICI Bank Limited Sponsored ADR
-0.03%
-$20.01 
EHC Encompass Health Corporation
-0.03%
-$8.68 
HIW Highwoods Properties, Inc.
-0.03%
-$4.05 
IMO Imperial Oil Limited
-0.03%
-$13.12 
VIPS Vipshop Holdings Ltd - ADR
-0.03%
-$7.02 
BRC Brady Corporation
-0.03%
-$2.19 
EPAM Epam Systems Inc.
-0.03%
-$1.44 
HII Huntington Ingalls Industries Inc.
-0.03%
-$3.7 
SSRM Ssr Mining Inc.
-0.03%
-$11,515.35 
ZBH Zimmer Biomet Holdings, Inc.
-0.03%
-$1.89 
IWB iShares Russell 1000 ETF
-0.03%
-$94.9 
FFIV F5 Inc.
-0.03%
-$7.68 
HACK Amplify Cybersecurity ETF
-0.03%
-$26.25 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$330.06 
CLX The Clorox Company
-0.03%
-$36.93 
RCI Rogers Communications Inc.
-0.03%
-$6.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$79.14 
CCEP Coca-Cola Europacific Partners PLC
-0.03%
-$3.81 
ES Eversource Energy
-0.03%
-$2 
FDX FedEx Corporation
-0.03%
-$19.26 
FN Fabrinet
-0.03%
-$1.4 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$2.54 
TMHC Taylor Morrison Home Corporation
-0.03%
-$1.86 
V Visa Inc. Class A
-0.03%
-$33.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$26.21 
AKAM Akamai Technologies Inc.
-0.03%
-$11.34 
IT Gartner Inc.
-0.03%
-$0.25 
NFLX Netflix, Inc.
-0.03%
-$29.52 
TIMB TIM S.A. Sponsored ADR
-0.03%
-$3.23 
XEL Xcel Energy Inc.
-0.03%
-$0.26 
BBWI Bath & Body Works, Inc.
-0.03%
-$5.04 
BP BP p.l.c. Sponsored ADR
-0.02%
-$4.38 
UL Unilever PLC Sponsored American Depositary Receipt
-0.02%
-$0.24 
ADBE Adobe Inc.
-0.02%
-$49.8 
DVN Devon Energy Corporation
-0.02%
-$0.51 
GILD Gilead Sciences Inc.
-0.02%
-$9.67 
GOOG Alphabet Inc
-0.02%
-$339.48 
RSG Republic Services, Inc.
-0.02%
-$5.6 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$2.15 
VGNT Versigent plc
-0.02%
-$0.08 
ALL Allstate Corporation
-0.02%
-$23.52 
CIEN Ciena Corporation
-0.02%
-$1.08 
DAL Delta Air Lines, Inc.
-0.02%
-$3.72 
EOG EOG Resources, Inc.
-0.02%
-$3.21 
FTDR Frontdoor, Inc.
-0.02%
-$0.6 
PANW Palo Alto Networks, Inc.
-0.02%
-$2.88 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$38.35 
VRSN Verisign Inc.
-0.02%
-$10.27 
VRT Vertiv Holdings Co
-0.02%
-$1.44 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$714.64 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$63.49 
VDC VANGUARD CONSUMER STAPLES ETF
-0.02%
-$1.85 
ASO Academy Sports and Outdoors, Inc.
-0.02%
-$0.91 
CDNS Cadence Design Systems, Inc.
-0.02%
-$1.96 
CVS CVS Health Corporation
-0.02%
-$8.22 
JBL Jabil Inc.
-0.02%
-$3.99 
VZ Verizon Communications Inc.
-0.02%
-$22.57 
ACGL Arch Capital Group Ltd
-0.02%
-$5.28 
ELF Elf Beauty Inc.
-0.02%
-$8 
LIN Linde plc
-0.02%
-$6 
MSFT Microsoft Corp.
-0.02%
-$668.77 
IWM iShares Russell 2000 ETF
-0.02%
-$20.22 
GEV GE Vernova Inc.
-0.02%
-$20.2 
EMR Emerson Electric Co.
-0.02%
-$1.65 
FAST Fastenal Co.
-0.02%
-$0.6 
LOGI Logitech International S.A.
-0.02%
-$4.66 
SAP SAP SE Sponsored ADR
-0.02%
-$3.88 
UPS United Parcel Service, Inc.
-0.02%
-$2.7 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$815.51 
TROW T. Rowe Price Group, Inc.
-0.02%
-$5.42 
DFUS Dimensional U.S. Equity Market ETF
-0.02%
-$27.9 
FUTY Fidelity MSCI Utilities Index ETF
-0.02%
-$0.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$602.28 
CF CF Industries Holdings, Inc.
-0.02%
-$2.08 
GTX Garrett Motion Inc.
-0.02%
-$6.47 
PG Procter & Gamble Co
-0.02%
-$6.52 
PYPL PayPal Holdings Inc
-0.02%
-$5.93 
TEAM Atlassian Corporation Class A
-0.02%
-$1.73 
TMUS T-Mobile US, Inc.
-0.02%
-$3 
SCHB Schwab U.S. Broad Market ETF
-0.02%
-$756.1 
BAC Bank of America Corporation
-0.02%
-$4.37 
HAL Halliburton Company
-0.02%
-$1.49 
ROK Rockwell Automation, Inc.
-0.02%
-$4.48 
WDC Western Digital Corporation
-0.02%
-$0.56 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$59.92 
AEIS Advanced Energy Industries Inc.
-0.01%
-$2.6 
AMZN Amazon.com Inc
-0.01%
-$696.93 
AWK American Water Works Company, Inc.
-0.01%
-$1.66 
VIST Vista Energy, S.A.B. de C.V.
-0.01%
-$3.3 
USRT iShares Core U.S. REIT ETF
-0.01%
-$121.31 
VOO Vanguard S&P 500 ETF
-0.01%
-$740.13 
ALC Alcon Inc.
-0.01%
-$1.25 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$1.44 
DIS The Walt Disney Company
-0.01%
-$12.48 
MGA Magna International Inc.
-0.01%
-$5.35 
MRVL Marvell Technology, Inc.
-0.01%
-$5.67 
WAB Wabtec Corporation
-0.01%
-$2 
WPC W. P. Carey Inc.
-0.01%
-$0.47 
SCHA Schwab U.S. Small-Cap ETF
-0.01%
-$24.2 
AIG American International Group Inc.
-0.01%
-$5.61 
LOW Lowe's Companies Inc.
-0.01%
-$3.75 
LPX Louisiana-Pacific Corporation
-0.01%
-$0.5 
UBER Uber Technologies, Inc.
-0.01%
-$33.97 
OEF iShares S&P 100 ETF
-0.01%
-$39.34 
BNY BlackRock New York Municipal Income Trust
-0.01%
-$0.5 
AMT American Tower Corporation
-0.01%
-$0.92 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$20.02 
CALM Cal-Maine Foods Inc.
-0.01%
-$0.46 
NGG National Grid plc Sponsored ADR
-0.01%
-$1.09 
ON ON Semiconductor Corporation
-0.01%
-$2.29 
IAU iShares Gold Trust
-0.01%
-$76 
TLT iShares 20+ Year Treasury Bond ETF
-0.01%
-$1.31 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$11.7 
BDX Becton, Dickinson and Company
-0.01%
-$1.18 
C Citigroup Inc.
-0.01%
-$0.69 
CL Colgate-Palmolive Company
-0.01%
-$2.59 
ERTH Invesco MSCI Sustainable Future ETF
-0.01%
-$11.19 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$11.06 
CRM Salesforce Inc
-0.01%
-$52.27 
EQH Equitable Holdings, Inc.
-0.01%
-$0.89 
INGR Ingredion Inc.
-0.01%
-$0.73 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$7.12 
DASH DoorDash, Inc.
-0.01%
-$5.49 
DELL Dell Technologies Inc.
-0.01%
-$11.87 
ED Consolidated Edison, Inc.
-0.01%
-$2.7 
FITB Fifth Third Bancorp
-0.01%
-$7.82 
XME SPDR S&P Metals & Mining ETF
-0.01%
-$0.33 
CSCO Cisco Systems, Inc.
-0.01%
-$39.79 
GE General Electric Company
-0.01%
-$9.48 
HD The Home Depot, Inc.
-0.01%
-$20.82 
PCAR PACCAR Inc.
-0.01%
-$3.3 
PHM PulteGroup Inc.
-0.01%
-$2.69 
SHOP Shopify Inc.
-0.01%
-$2.44 
TGT Target Corporation
-0.01%
-$2.67 
GM General Motors Company
-0.01%
-$3.05 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$5.48 
PLTR Palantir Technologies Inc.
-0.01%
-$7.77 
CVX Chevron Corporation
-0.01%
-$9.59 
LMT Lockheed Martin Corporation
-0.01%
-$0.24 
MMM 3M Company
-0.01%
-$2.88 
NTAP NetApp, Inc.
-0.01%
-$2.75 
RACE Ferrari N.V.
-0.01%
-$0.02 
SPGI S&P Global Inc.
-0.01%
-$0.06 
UNH UnitedHealth Group Incorporated
-0.01%
-$1.64 
DFSV Dimensional US Small Cap Value ETF
-0.01%
-$209.68 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
-0.01%
-$1.18 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.01%
-$0.26 
ASND Ascendis Pharma A/S
0%
-$0.03 
JNJ Johnson & Johnson
0%
-$39.02 
NTES NetEase, Inc. American Depositary Receipt
0%
-$0.58 
WM Waste Management, Inc.
0%
-$3.34 
HTZ Hertz Global Holdings, Inc.
0%
-$0.01 
ETN Eaton Corporation plc
0%
-$0.06 
QQQ Invesco QQQ Trust, Series 1
0%
-$2.33 
MU Micron Technology, Inc.
0%
-$3.72 
PH Parker-Hannifin Corporation
0%
-$0.52 Events
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Dividends
Dividend Analysis
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| Trades 4418 | Longs Won 2470/4418 55% | Profit Factor 15.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $355,664.51 |
| Average Win $35,467.49 | Best Trade (Aug 26) $22.78M | Sharpe Ratio -11.38 |
| Average Loss -$2,923.82 | Worst Trade (Aug 19) -$1.1M | Z-Score 8.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $18,539.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 1,848 | $37,332.08 | $165,876.48 | - | $128,544.4 | 344.33% | -0.1% |
| AAPL Apple Inc. | 13,282 | $2.48M | $4.09M | - | $1.62M | 65.22% | -1.618% |
| ABAT American Battery Technology Company | 200 | $668 | $522 | - | -$146 | -21.86% | 0.0 |
| ABBV AbbVie Inc. | 374 | $64,840.29 | $91,962.86 | - | $27,122.57 | 41.83% | -0.061% |
| ABNB Airbnb, Inc. | 319 | $43,295.46 | $58,919.3 | - | $15,623.84 | 36.09% | +3.723% |
| ABT Abbott Laboratories | 768 | $84,353.58 | $83,420.16 | - | -$933.42 | -1.11% | +0.751% |
| ACCO Acco Brands Corporation | 1,473 | $6,128 | $6,407.55 | - | $279.55 | 4.56% | -1.361% |
| ACGL Arch Capital Group Ltd | 264 | $24,119.54 | $25,993.44 | - | $1,873.9 | 7.77% | -0.02% |
| ACHC Acadia Healthcare Company, Inc. | 50 | $710 | $1,576.5 | - | $866.5 | 122.04% | 0.0 |
| ACHR Archer Aviation Inc. | 125 | $889 | $696.87 | - | -$192.13 | -21.61% | -0.268% |
| ACMR Acm Research Inc. | 51 | $1,854.05 | $4,266.66 | - | $2,412.61 | 130.13% | -0.167% |
| ACN Accenture plc Class A | 50 | $14,641.88 | $8,912.5 | - | -$5,729.38 | -39.13% | +1.44% |
| ACT Enact Holdings, Inc. | 1,143 | $36,746.6 | $42,463 | - | $5,716.4 | 15.56% | +28.591% |
| ADBE Adobe Inc. | 830 | $304,498.85 | $220,074.49 | - | -$84,424.36 | -27.73% | -0.023% |
| ADI Analog Devices, Inc. | 57 | $12,155.49 | $21,883.72 | - | $9,728.23 | 80.03% | -1.54% |
| ADP Automatic Data Processing Inc. | 262 | $61,039 | $71,091.08 | - | $10,052.08 | 16.47% | +0.007% |
| AEG Aegon N.V. | 1,103 | $7,633.16 | $10,423.35 | - | $2,790.19 | 36.55% | -0.839% |
| AEIS Advanced Energy Industries Inc. | 52 | $6,890 | $16,898.44 | - | $10,008.44 | 145.26% | -0.015% |
| AEM Agnico Eagle Mines Limited | 17 | $2,866.05 | $3,040.62 | - | $174.57 | 6.09% | +0.022% |
| AEP American Electric Power Company, Inc. | 124 | $12,151.82 | $15,593 | - | $3,441.18 | 28.32% | +0.016% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Wealthcollab LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total International Stock Index Fund Investor Shares - $1.24M, Costco Wholesale Corporation - $929,425.77, iShares Core International Stock ETF - $783,279.07, VANGUARD TOTAL STOCK MKT ETF - $696,684.5, and Vanguard Total Bond Market Index Fund - $666,816.33. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $192,185.8, Airbnb, Inc - $100,106.31, Stellantis N.V - $45,968.99, Snap Inc - $41,789.13, and Novo Nordisk A/S Sponsored ADR - $25,172.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wealthcollab LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.78M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $1.02M, iShares Core International Stock ETF - $783,279.07, Vanguard Total Bond Market Index Fund - $666,816.33, Avantis International Small Cap Value ETF - $615,860.52, and iShares National Muni Bond ETF - $541,500.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wealthcollab LLC's monthly returns?
Wealthcollab LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Wealthcollab LLC's strategy be considered aggressive or moderate?
Wealthcollab LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wealthcollab LLC's strategy?
Wealthcollab LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
