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
251
$28K 0.02%
2,347
-90
252
$27.9K 0.02%
621
-291
253
$27.9K 0.02%
282
254
$27.5K 0.02%
1,597
+408
255
$27.5K 0.02%
234
256
$27.4K 0.02%
607
-67
257
$27.3K 0.02%
2,710
+2,146
258
$27.1K 0.02%
617
259
$27.1K 0.02%
323
-56
260
$26.9K 0.02%
75
+3
261
$26.8K 0.02%
862
262
$26.7K 0.02%
460
263
$26.4K 0.02%
379
+145
264
$26.4K 0.02%
65
265
$26.2K 0.02%
585
266
$26K 0.02%
1,000
267
$26K 0.02%
944
268
$25.9K 0.02%
3,396
269
$25.7K 0.02%
546
270
$24.8K 0.02%
88
271
$24.8K 0.02%
1,574
-198
272
$24.7K 0.02%
8,024
273
$24.7K 0.02%
181
-20
274
$24.4K 0.02%
118
275
$24.3K 0.02%
626
9 10
11
12 13