W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
276
$21.7K 0.02%
8,024
-798
277
$21.4K 0.02%
544
-550
278
$21.4K 0.02%
862
279
$21.1K 0.02%
160
280
$21.1K 0.02%
217
281
$21.1K 0.02%
801
282
$20.9K 0.02%
69
-37
283
$20.9K 0.02%
65
284
$20.9K 0.02%
2,320
-39
285
$20.8K 0.01%
118
286
$20.8K 0.01%
1,263
-283
287
$20.6K 0.01%
284
288
$20K 0.01%
95
289
$20K 0.01%
175
290
$19.7K 0.01%
644
291
$19.5K 0.01%
432
-65
292
$19.5K 0.01%
78
293
$19.1K 0.01%
1,420
294
$19.1K 0.01%
1,500
+500
295
$19.1K 0.01%
4,116
296
$18.9K 0.01%
113
+97
297
$18.9K 0.01%
370
298
$18.9K 0.01%
268
-51
299
$18.9K 0.01%
1,301
-613
300
$18.8K 0.01%
1,003
-131
10 11
12
13 14