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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
SPEM icon
176
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$66.8K 0.03%
1,424
IBN icon
177
ICICI Bank
IBN
$98.4B
$66.6K 0.03%
2,571
-387
ALL icon
178
Allstate
ALL
$57.1B
$66.6K 0.03%
321
+104
WM icon
179
Waste Management
WM
$88.7B
$65.3K 0.03%
284
-6
IWR icon
180
iShares Russell Mid-Cap ETF
IWR
$54.9B
$64.6K 0.03%
664
SOFI icon
181
SoFi Technologies
SOFI
$20.9B
$63.5K 0.03%
4,000
AMG icon
182
Affiliated Managers Group
AMG
$9.04B
$63.4K 0.03%
229
+66
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$106B
$62.4K 0.03%
502
-131
DFSE icon
184
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$619M
$62.2K 0.03%
1,467
HCA icon
185
HCA Healthcare
HCA
$84.1B
$62K 0.03%
131
USO icon
186
United States Oil Fund
USO
$1.91B
$62K 0.03%
487
FINV
187
FinVolution Group
FINV
$1.16B
$61.7K 0.03%
12,883
-3,599
SEIC icon
188
SEI Investments
SEIC
$10.6B
$61K 0.03%
777
-53
FNDC icon
189
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$60.2K 0.02%
1,298
-658
MFC icon
190
Manulife Financial
MFC
$66.2B
$59.9K 0.02%
1,740
-93
DAC icon
191
Danaos Corp
DAC
$2.37B
$58.8K 0.02%
522
UNFI icon
192
United Natural Foods
UNFI
$3.01B
$58.6K 0.02%
1,300
RDY icon
193
Dr. Reddy's Laboratories
RDY
$11.1B
$57.7K 0.02%
4,167
-374
VSS icon
194
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$56.4K 0.02%
387
LDOS icon
195
Leidos
LDOS
$15.4B
$55.2K 0.02%
355
IX icon
196
ORIX
IX
$41.3B
$54.7K 0.02%
1,823
NUKZ icon
197
Range Nuclear Renaissance Index ETF
NUKZ
$823M
$54.2K 0.02%
824
IP icon
198
International Paper
IP
$18.2B
$53.5K 0.02%
1,500
VTV icon
199
Vanguard Value ETF
VTV
$182B
$53.5K 0.02%
273
-2,449
ADP icon
200
Automatic Data Processing
ADP
$91.7B
$53.2K 0.02%
262
6 7
8
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