Portfolio (Quarterly)
Guide ↗
WealthCollab, LLC
· CIK 0002017870| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | DT | DYNATRACE INC | Technology | 93 | $4K | 0.00% | SOLD |
| 82 | HUBS | HUBSPOT INC | Technology | 10 | $4K | 0.00% | SOLD |
| 83 | MAT | MATTEL INC | Consumer Cyclical | 200 | $4K | 0.00% | SOLD |
| 84 | — | PIPER SANDLER COMPANIES | — | 11 | $4K | 0.00% | SOLD |
| 85 | MED | MEDIFAST INC | Consumer Cyclical | 339 | $4K | 0.00% | SOLD |
| 86 | REFI | CHICAGO ATLANTIC REAL ESTATE | Real Estate | 294 | $4K | 0.00% | SOLD |
| 87 | VSCO | VICTORIAS SECRET AND CO | Consumer Cyclical | 66 | $4K | 0.00% | SOLD |
| 88 | ATKR | ATKORE INC | Industrials | 54 | $3K | 0.00% | SOLD |
| 89 | — | INDIVIOR PLC | — | 95 | $3K | 0.00% | SOLD |
| 90 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 44 | $3K | 0.00% | SOLD |
| 91 | ULH | UNIVERSAL LOGISTICS HLDGS IN | Industrials | 220 | $3K | 0.00% | SOLD |
| 92 | TH | TARGET HOSPITALITY CORP | Industrials | 405 | $3K | 0.00% | SOLD |
| 93 | XLRE | SELECT SECTOR SPDR TR | — | 79 | $3K | 0.00% | SOLD |
| 94 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 4 | $3K | 0.00% | SOLD |
| 95 | GRNT | GRANITE RIDGE RESOURCES INC | Energy | 649 | $3K | 0.00% | SOLD |
| 96 | MGEE | MGE ENERGY INC | Utilities | 38 | $3K | 0.00% | SOLD |
| 97 | CMCO | COLUMBUS MCKINNON CORP N Y | Industrials | 170 | $3K | 0.00% | SOLD |
| 98 | BBUC | BROOKFIELD BUSINESS CORP | Financial Services | 80 | $3K | 0.00% | SOLD |
| 99 | RCMT | RCM TECHNOLOGIES INC | Industrials | 137 | $3K | 0.00% | SOLD |
| 100 | BEKE | KE HLDGS INC | Real Estate | 170 | $3K | 0.00% | SOLD |
Sector Allocation
Basic Materials
43.9%
Technology
22.6%
Consumer Cyclical
8.1%
Financial Services
6.8%
Healthcare
5.5%
Communication Services
4.7%
Industrials
3.6%
Consumer Defensive
2.4%
Energy
1.2%
Utilities
0.7%