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 Buys

1
+$540K
2
+$312K
3
+$243K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$234K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$173K

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
251
$25.6K 0.02%
601
252
$25.5K 0.02%
163
-30
253
$25.4K 0.02%
588
254
$25.4K 0.02%
715
+336
255
$25.2K 0.02%
1,000
256
$25K 0.02%
119
257
$24.5K 0.02%
4,375
-911
258
$24.3K 0.02%
1,263
259
$24.2K 0.02%
767
-110
260
$23.8K 0.02%
200
261
$23.4K 0.02%
546
262
$23.1K 0.02%
1,772
-543
263
$22.9K 0.02%
72
+4
264
$22.9K 0.02%
1,058
265
$22.8K 0.02%
617
+26
266
$22.6K 0.02%
350
-25
267
$22.5K 0.02%
460
268
$22.4K 0.02%
1,189
+200
269
$22.3K 0.02%
569
270
$22.2K 0.02%
1,035
271
$22.2K 0.02%
944
272
$21.9K 0.02%
1,758
+705
273
$21.9K 0.02%
5,959
+1,158
274
$21.7K 0.02%
88
275
$21.7K 0.02%
626
-261
9 10
11
12 13