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
$152M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$719K
3
+$547K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$341K
5
DASH icon
DoorDash
DASH
+$300K

Top Sells

1
+$185K
2
+$139K
3
+$100K
4
EA icon
Electronic Arts
EA
+$99.4K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.5K

Sector Composition

1 Technology 6.91%
2 Materials 3.67%
3 Consumer Discretionary 3.59%
4 Communication Services 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.1K 0.02%
247
227
$30.9K 0.02%
841
-148
228
$30.9K 0.02%
748
229
$30.3K 0.02%
511
+101
230
$29.9K 0.02%
200
231
$29.8K 0.02%
1,000
232
$29.8K 0.02%
767
233
$29.6K 0.02%
60
234
$29.4K 0.02%
5,773
+1,657
235
$29.3K 0.02%
148
236
$29.3K 0.02%
280
237
$29.2K 0.02%
1,477
+474
238
$29.1K 0.02%
601
239
$29K 0.02%
412
240
$29K 0.02%
59
241
$29K 0.02%
163
242
$28.6K 0.02%
60
243
$28.5K 0.02%
762
244
$28.4K 0.02%
488
245
$28.3K 0.02%
149
+88
246
$28.2K 0.02%
4,101
247
$28.2K 0.02%
274
248
$28.2K 0.02%
114
-5
249
$28.2K 0.02%
588
250
$28.1K 0.02%
2,877
8 9
10
11 12