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
$156M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$748K
3 +$669K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$646K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$574K

Top Sells

1 +$144K
2 +$125K
3 +$104K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$100K
5
AAPL icon
Apple
AAPL
+$96.9K

Sector Composition

1 Technology 7.48%
2 Materials 4.19%
3 Consumer Discretionary 3.87%
4 Communication Services 2.97%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$31.4K 0.02%
617
227
$31.1K 0.02%
274
228
$30.9K 0.02%
379
229
$30.9K 0.02%
348
+66
230
$30.9K 0.02%
125
231
$30.8K 0.02%
149
232
$30.7K 0.02%
525
233
$30.7K 0.02%
2,884
234
$30.1K 0.02%
163
235
$30.1K 0.02%
331
-18
236
$29.9K 0.02%
280
237
$29.8K 0.02%
323
238
$29.4K 0.02%
1,449
239
$29.1K 0.02%
3,048
+338
240
$29K 0.02%
148
241
$29K 0.02%
2,877
242
$28.9K 0.02%
376
243
$28.7K 0.02%
748
244
$28.4K 0.02%
267
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245
$28.3K 0.02%
1,758
246
$28.3K 0.02%
247
247
$28.3K 0.02%
234
248
$28.1K 0.02%
750
+278
249
$28K 0.02%
+5,025
250
$27.9K 0.02%
1,000