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
$139M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Sells

1 +$591K
2 +$110K
3 +$81.5K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$51.6K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$40.4K

Sector Composition

1 Technology 7.49%
2 Consumer Discretionary 3.62%
3 Communication Services 3.33%
4 Materials 3.25%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$28.4K 0.02%
1,449
227
$28.2K 0.02%
748
228
$28.1K 0.02%
493
229
$28.1K 0.02%
412
-17
230
$27.9K 0.02%
1,000
231
$27.9K 0.02%
340
232
$27.8K 0.02%
3,396
233
$27.7K 0.02%
1,276
234
$27.7K 0.02%
200
235
$27.6K 0.02%
125
236
$27.5K 0.02%
201
237
$27.3K 0.02%
471
238
$27.2K 0.02%
674
239
$27.2K 0.02%
585
240
$27K 0.02%
148
241
$26.7K 0.02%
762
242
$26.5K 0.02%
274
243
$26.5K 0.02%
60
244
$26.4K 0.02%
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$26.3K 0.02%
1,335
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246
$26.3K 0.02%
60
247
$26.2K 0.02%
59
248
$26K 0.02%
379
-75
249
$25.8K 0.02%
716
250
$25.8K 0.02%
234