W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
996
New
Increased
Reduced
Closed

Top Buys

1 +$3.22M
2 +$2.45M
3 +$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.12M

Top Sells

1 +$118K
2 +$98.3K
3 +$47.1K
4
TSLA icon
Tesla
TSLA
+$37.1K
5
RIVN icon
Rivian
RIVN
+$21.4K

Sector Composition

1 Materials 10.69%
2 Technology 6.52%
3 Consumer Discretionary 2.69%
4 Communication Services 2.21%
5 Financials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KT icon
101
KT
KT
$10.2B
$108K 0.05%
5,519
IYR icon
102
iShares US Real Estate ETF
IYR
$4.51B
$108K 0.05%
1,108
ERTH icon
103
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$107K 0.05%
2,238
IWP icon
104
iShares Russell Mid-Cap Growth ETF
IWP
$18.9B
$106K 0.05%
743
SOFI icon
105
SoFi Technologies
SOFI
$22.6B
$106K 0.05%
4,000
PFE icon
106
Pfizer
PFE
$151B
$106K 0.05%
4,147
+162
AVSD icon
107
Avantis Responsible International Equity ETF
AVSD
$410M
$104K 0.05%
1,460
ABT icon
108
Abbott
ABT
$188B
$103K 0.05%
768
SCZ icon
109
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$102K 0.05%
1,332
XLP icon
110
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.7B
$101K 0.05%
1,291
EEM icon
111
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$98.3K 0.05%
1,840
B
112
Barrick Mining
B
$70.9B
$96.5K 0.04%
2,946
+14
SPAB icon
113
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.02B
$95.4K 0.04%
3,690
DIS icon
114
Walt Disney
DIS
$176B
$95.3K 0.04%
832
GE icon
115
GE Aerospace
GE
$314B
$95.1K 0.04%
316
IZRL icon
116
ARK Israel Innovative Technology ETF
IZRL
$131M
$94.9K 0.04%
3,259
IVE icon
117
iShares S&P 500 Value ETF
IVE
$48.2B
$94.6K 0.04%
458
IBN icon
118
ICICI Bank
IBN
$95.1B
$94.2K 0.04%
3,115
+157
MHO icon
119
M/I Homes
MHO
$3.32B
$94K 0.04%
651
+37
SCHE icon
120
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$93.7K 0.04%
2,807
ABBV icon
121
AbbVie
ABBV
$388B
$92.8K 0.04%
401
+42
LLY icon
122
Eli Lilly
LLY
$880B
$92.3K 0.04%
121
-1
SPDW icon
123
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.3B
$89.9K 0.04%
2,100
SPTM icon
124
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$89.2K 0.04%
1,106
GS icon
125
Goldman Sachs
GS
$232B
$89.2K 0.04%
112