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
251
$27.3K 0.02%
83
252
$27.3K 0.02%
460
253
$27K 0.02%
+1,166
254
$27K 0.02%
370
255
$26.8K 0.02%
845
256
$26.6K 0.02%
2,500
+500
257
$26.5K 0.02%
75
258
$26.1K 0.02%
386
+91
259
$26K 0.02%
118
260
$25.7K 0.02%
944
261
$25.7K 0.02%
172
262
$25.7K 0.02%
290
-1
263
$25.6K 0.02%
588
264
$25.4K 0.02%
412
265
$25.3K 0.02%
762
266
$25.1K 0.02%
60
267
$24.8K 0.02%
621
268
$24.6K 0.02%
601
269
$24.5K 0.02%
3,758
-343
270
$24.4K 0.02%
1,106
271
$24.1K 0.02%
1,038
272
$23.8K 0.02%
88
273
$23.7K 0.02%
613
+124
274
$23.6K 0.02%
236
275
$23.4K 0.01%
151
+84