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
$244M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,111
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$2.56M
3
+$2.45M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.41M

Top Sells

1
+$1.21M
2
+$175K
3
+$122K
4
EA icon
Electronic Arts
EA
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87K

Sector Composition

1 Materials 9.62%
2 Technology 6.54%
3 Consumer Discretionary 3.31%
4 Communication Services 3.16%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IZRL icon
126
ARK Israel Innovative Technology ETF
IZRL
$131M
$97.4K 0.04%
3,259
GE icon
127
GE Aerospace
GE
$322B
$97.3K 0.04%
316
SKM icon
128
SK Telecom
SKM
$10.8B
$97.3K 0.04%
4,741
-864
IVE icon
129
iShares S&P 500 Value ETF
IVE
$48.2B
$97.1K 0.04%
458
SCHC icon
130
Schwab International Small-Cap Equity ETF
SCHC
$5.15B
$96.8K 0.04%
+2,127
NVS icon
131
Novartis
NVS
$294B
$95.4K 0.04%
692
+25
SPAB icon
132
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.03B
$95K 0.04%
3,690
DIS icon
133
Walt Disney
DIS
$176B
$94.7K 0.04%
832
SPDW icon
134
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.7B
$93.3K 0.04%
2,100
AMD icon
135
Advanced Micro Devices
AMD
$322B
$92.7K 0.04%
433
+18
SCHI icon
136
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.2B
$92.4K 0.04%
+4,022
ABBV icon
137
AbbVie
ABBV
$398B
$91.4K 0.04%
400
-1
SPTM icon
138
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.9B
$91.2K 0.04%
1,106
MU icon
139
Micron Technology
MU
$456B
$90.8K 0.04%
318
+2
FCX icon
140
Freeport-McMoran
FCX
$85.1B
$90.3K 0.04%
1,778
IBM icon
141
IBM
IBM
$232B
$88.9K 0.04%
300
IBN icon
142
ICICI Bank
IBN
$96B
$88.1K 0.04%
2,958
-157
FNDC icon
143
Schwab Fundamental International Small Company Index ETF
FNDC
$3.13B
$87.1K 0.04%
+1,956
AAMI
144
Acadian Asset Management
AAMI
$1.8B
$86.9K 0.04%
1,848
FINV
145
FinVolution Group
FINV
$1.29B
$86.2K 0.04%
16,482
-2,226
DFEM icon
146
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.62B
$86K 0.04%
2,601
VGK icon
147
Vanguard FTSE Europe ETF
VGK
$30.2B
$86K 0.04%
1,028
PEP icon
148
PepsiCo
PEP
$217B
$85.8K 0.04%
598
-20
VIG icon
149
Vanguard Dividend Appreciation ETF
VIG
$101B
$85.7K 0.04%
390
SCHG icon
150
Schwab US Large-Cap Growth ETF
SCHG
$49.8B
$85.5K 0.04%
2,621
+1,621
4 5
6
7 8