W
WealthCollab Portfolio holdings
AUM
$178M
This Quarter Return
+9.69%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.08%
Holding
877
New
877
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$10.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$8.78M |
| 3 |
SSR Mining
SSRM
|
$8.58M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$7.85M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$6.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 7.15% |
| 2 | Technology | 5.75% |
| 3 | Consumer Discretionary | 3.77% |
| 4 | Communication Services | 2.79% |
| 5 | Financials | 1.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Procter & Gamble
PG
$368B
| $62.6K | 0.05% |
+427
| New | +$62.6K |
|
127
Dr. Reddy's Laboratories
RDY
$11.8B
| $62K | 0.05% |
+891
| New | +$62K |
|
128
Automatic Data Processing
ADP
$123B
| $61K | 0.05% |
+262
| New | +$61K |
|
129
Eli Lilly
LLY
$657B
| $60.6K | 0.05% |
+104
| New | +$60.6K |
|
130
Vanguard Value ETF
VTV
$144B
| $59K | 0.05% |
+395
| New | +$59K |
|
131
SK Telecom
SKM
$8.27B
| $57.5K | 0.04% |
+2,687
| New | +$57.5K |
|
132
Walt Disney
DIS
$213B
| $57.1K | 0.04% |
+632
| New | +$57.1K |
|
133
Ingles Markets
IMKTA
$1.29B
| $55.7K | 0.04% |
+645
| New | +$55.7K |
|
134
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $54.3K | 0.04% |
+502
| New | +$54.3K |
|
135
Baidu
BIDU
$32.8B
| $53K | 0.04% |
+445
| New | +$53K |
|
136
Accenture
ACN
$162B
| $51.9K | 0.04% |
+148
| New | +$51.9K |
|
137
Amgen
AMGN
$155B
| $51.3K | 0.04% |
+178
| New | +$51.3K |
|
138
Merck
MRK
$210B
| $50.5K | 0.04% |
+463
| New | +$50.5K |
|
139
iShares ESG Aware MSCI EM ETF
ESGE
$5.09B
| $50.1K | 0.04% |
+1,562
| New | +$50.1K |
|
|
FINV
140
FinVolution Group
FINV
$2.09B
| $49.8K | 0.04% |
+10,163
| New | +$49.8K |
|
141
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $47.9K | 0.04% |
+5,262
| New | +$47.9K |
|
142
Ituran Location and Control
ITRN
$671M
| $47K | 0.04% |
+1,726
| New | +$47K |
|
143
Broadcom
AVGO
$1.4T
| $46.9K | 0.04% |
+42
| New | +$46.9K |
|
144
Comerica
CMA
$9.07B
| $46.8K | 0.04% |
+839
| New | +$46.8K |
|
145
Enact Holdings
ACT
$5.55B
| $46.1K | 0.04% |
+1,597
| New | +$46.1K |
|
146
Vontier
VNT
$6.29B
| $46K | 0.04% |
+1,332
| New | +$46K |
|
147
Vodafone
VOD
$28.8B
| $44.2K | 0.03% |
+5,075
| New | +$44.2K |
|
148
Danaos Corp
DAC
$1.68B
| $43.6K | 0.03% |
+589
| New | +$43.6K |
|
149
Infosys
INFY
$69.7B
| $43.5K | 0.03% |
+2,369
| New | +$43.5K |
|
150
Airbnb
ABNB
$79.9B
| $43.4K | 0.03% |
+319
| New | +$43.4K |
|