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
VXF icon
126
Vanguard Extended Market ETF
VXF
$24.9B
$73.2K 0.05%
425
SPIP icon
127
SPDR Portfolio TIPS ETF
SPIP
$991M
$72.7K 0.04%
2,756
SFM icon
128
Sprouts Farmers Market
SFM
$10.4B
$72.4K 0.04%
474
+8
VGK icon
129
Vanguard FTSE Europe ETF
VGK
$27.9B
$72.2K 0.04%
1,028
IZRL icon
130
ARK Israel Innovative Technology ETF
IZRL
$123M
$69.9K 0.04%
3,259
AMAT icon
131
Applied Materials
AMAT
$181B
$69.2K 0.04%
477
+5
PPG icon
132
PPG Industries
PPG
$23.8B
$69.2K 0.04%
633
KR icon
133
Kroger
KR
$44.9B
$68.3K 0.04%
1,009
+12
IWM icon
134
iShares Russell 2000 ETF
IWM
$71.5B
$67.2K 0.04%
337
SCHF icon
135
Schwab International Equity ETF
SCHF
$53.2B
$65.6K 0.04%
3,317
-208
NVS icon
136
Novartis
NVS
$239B
$65.4K 0.04%
587
+20
QCOM icon
137
Qualcomm
QCOM
$195B
$65.1K 0.04%
424
+93
GE icon
138
GE Aerospace
GE
$327B
$63.2K 0.04%
316
VRSN icon
139
VeriSign
VRSN
$22.3B
$61.9K 0.04%
244
+95
GS icon
140
Goldman Sachs
GS
$245B
$61.2K 0.04%
112
MDT icon
141
Medtronic
MDT
$120B
$60.5K 0.04%
673
+25
MHO icon
142
M/I Homes
MHO
$3.43B
$60.2K 0.04%
527
+10
WIT icon
143
Wipro
WIT
$28.1B
$58.9K 0.04%
19,254
FCX icon
144
Freeport-McMoran
FCX
$59.1B
$58.8K 0.04%
1,554
GDDY icon
145
GoDaddy
GDDY
$18.1B
$57.5K 0.04%
319
MFC icon
146
Manulife Financial
MFC
$55.5B
$57.1K 0.04%
1,833
+93
APAM icon
147
Artisan Partners
APAM
$3.11B
$56.8K 0.04%
1,453
-14
TLK icon
148
Telkom Indonesia
TLK
$20.3B
$56.7K 0.04%
3,841
+3,094
RIO icon
149
Rio Tinto
RIO
$117B
$56.2K 0.03%
936
-93
ELV icon
150
Elevance Health
ELV
$75.4B
$56.1K 0.03%
129
+99