We are live on ! Find out more
W

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
V icon
126
Visa
V
$610B
$98.8K 0.04%
327
-17
G icon
127
Genpact
G
$5.46B
$98.6K 0.04%
2,648
-97
FNDE icon
128
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.41B
$97.2K 0.04%
2,540
-2,699
GE icon
129
GE Aerospace
GE
$343B
$95.6K 0.04%
337
+21
PEP icon
130
PepsiCo
PEP
$198B
$95.5K 0.04%
615
+17
IWP icon
131
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$95.2K 0.04%
743
GS icon
132
Goldman Sachs
GS
$302B
$94.7K 0.04%
112
SPAB icon
133
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.7B
$94.5K 0.04%
3,690
IVE icon
134
iShares S&P 500 Value ETF
IVE
$47.6B
$92.1K 0.04%
436
-22
AMD icon
135
Advanced Micro Devices
AMD
$774B
$91.3K 0.04%
449
+16
SPDW icon
136
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
$91K 0.04%
1,993
-107
ABT icon
137
Abbott
ABT
$157B
$90.1K 0.04%
878
+82
DFEM icon
138
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.07B
$89.9K 0.04%
2,601
SBUX icon
139
Starbucks
SBUX
$117B
$89.6K 0.04%
1,000
KB icon
140
KB Financial Group
KB
$36.3B
$89.6K 0.04%
898
GEV icon
141
GE Vernova
GEV
$244B
$88.2K 0.04%
101
IZRL icon
142
ARK Israel Innovative Technology ETF
IZRL
$139M
$87.7K 0.04%
3,259
SPTM icon
143
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$87.4K 0.04%
1,106
ABBV icon
144
AbbVie
ABBV
$400B
$87K 0.04%
400
WF icon
145
Woori Financial
WF
$14.7B
$85.5K 0.04%
1,284
VGK icon
146
Vanguard FTSE Europe ETF
VGK
$30.1B
$84.7K 0.03%
1,028
VIG icon
147
Vanguard Dividend Appreciation ETF
VIG
$108B
$83.9K 0.03%
390
IWM icon
148
iShares Russell 2000 ETF
IWM
$79.7B
$83.6K 0.03%
337
CLX icon
149
Clorox
CLX
$11.9B
$82.9K 0.03%
800
TSEM icon
150
Tower Semiconductor
TSEM
$28.3B
$82.8K 0.03%
472
-51
4 5
6
7 8