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WealthCollab Portfolio holdings

AUM $243M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
-$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$838K
3
+$828K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$734K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$585K

Top Sells

1
+$5.92M
2
+$2.81M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.29M
5
AMZN icon
Amazon
AMZN
+$722K

Sector Composition

1 Materials 12.84%
2 Technology 5.23%
3 Consumer Discretionary 2.2%
4 Financials 1.93%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
76
Home Depot
HD
$319B
$226K 0.09%
688
EA icon
77
Electronic Arts
EA
$50.9B
$213K 0.09%
1,046
-948
AMAT icon
78
Applied Materials
AMAT
$422B
$208K 0.09%
609
CVX icon
79
Chevron
CVX
$380B
$198K 0.08%
959
IWF icon
80
iShares Russell 1000 Growth ETF
IWF
$124B
$197K 0.08%
1,848
AXP icon
81
American Express
AXP
$214B
$193K 0.08%
638
ICLN icon
82
iShares Global Clean Energy ETF
ICLN
$2.95B
$186K 0.08%
10,174
IWD icon
83
iShares Russell 1000 Value ETF
IWD
$75.1B
$184K 0.08%
863
ADBE icon
84
Adobe
ADBE
$89.7B
$183K 0.08%
754
-440
VBR icon
85
Vanguard Small-Cap Value ETF
VBR
$35.8B
$179K 0.07%
822
+2
BABA icon
86
Alibaba
BABA
$265B
$178K 0.07%
1,421
+51
VB icon
87
Vanguard Small-Cap ETF
VB
$77.9B
$175K 0.07%
668
ASML icon
88
ASML
ASML
$704B
$170K 0.07%
129
EFA icon
89
iShares MSCI EAFE ETF
EFA
$75.8B
$169K 0.07%
1,744
AVSE icon
90
Avantis Responsible Emerging Markets Equity ETF
AVSE
$203M
$166K 0.07%
2,499
SCHE icon
91
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$163K 0.07%
4,962
-1,987
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$119B
$163K 0.07%
2,420
CSCO icon
93
Cisco
CSCO
$475B
$161K 0.07%
2,080
-61
AVSD icon
94
Avantis Responsible International Equity ETF
AVSD
$450M
$159K 0.07%
2,159
+699
BOXX icon
95
Alpha Architect 1-3 Month Box ETF
BOXX
$12.3B
$149K 0.06%
1,279
TSLA icon
96
Tesla
TSLA
$1.45T
$146K 0.06%
392
+12
NFLX icon
97
Netflix
NFLX
$340B
$142K 0.06%
1,476
+76
MCD icon
98
McDonald's
MCD
$201B
$140K 0.06%
450
BBVA icon
99
Banco Bilbao Vizcaya Argentaria
BBVA
$124B
$137K 0.06%
6,338
SKM icon
100
SK Telecom
SKM
$14.1B
$133K 0.06%
4,557
-184
2 3
4
5 6