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
IBN icon
101
ICICI Bank
IBN
$110B
$93.2K 0.06%
2,958
PEP icon
102
PepsiCo
PEP
$205B
$90.7K 0.06%
605
PFE icon
103
Pfizer
PFE
$139B
$89.8K 0.06%
3,543
+158
AVSD icon
104
Avantis Responsible International Equity ETF
AVSD
$226M
$87.6K 0.05%
1,460
+124
IWP icon
105
iShares Russell Mid-Cap Growth ETF
IWP
$20.9B
$87.3K 0.05%
743
IVE icon
106
iShares S&P 500 Value ETF
IVE
$42.7B
$87.3K 0.05%
458
ERTH icon
107
Invesco MSCI Sustainable Future ETF
ERTH
$151M
$86.9K 0.05%
2,238
-419
SCZ icon
108
iShares MSCI EAFE Small-Cap ETF
SCZ
$11B
$84.6K 0.05%
1,332
BBVA icon
109
Banco Bilbao Vizcaya Argentaria
BBVA
$116B
$84.3K 0.05%
6,192
DIS icon
110
Walt Disney
DIS
$201B
$82.1K 0.05%
832
EEM icon
111
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$80.4K 0.05%
1,840
ASML icon
112
ASML
ASML
$409B
$80.2K 0.05%
121
-1
ADP icon
113
Automatic Data Processing
ADP
$113B
$80K 0.05%
262
IP icon
114
International Paper
IP
$24.9B
$80K 0.05%
1,500
ITRN icon
115
Ituran Location and Control
ITRN
$766M
$80K 0.05%
2,213
-76
LX
116
LexinFintech Holdings
LX
$668M
$79.4K 0.05%
7,874
SCHE icon
117
Schwab Emerging Markets Equity ETF
SCHE
$11.7B
$78K 0.05%
2,829
SNY icon
118
Sanofi
SNY
$124B
$77K 0.05%
1,388
+108
SPDW icon
119
SPDR Portfolio Developed World ex-US ETF
SPDW
$31.1B
$76.5K 0.05%
2,100
BSV icon
120
Vanguard Short-Term Bond ETF
BSV
$39B
$75.8K 0.05%
968
SPTM icon
121
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$75.2K 0.05%
1,106
IBM icon
122
IBM
IBM
$292B
$74.6K 0.05%
300
ABBV icon
123
AbbVie
ABBV
$402B
$74K 0.05%
353
+5
INFY icon
124
Infosys
INFY
$70B
$73.7K 0.05%
4,038
-1,689
PG icon
125
Procter & Gamble
PG
$354B
$73.6K 0.05%
432
+26