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
276
$24.1K 0.02%
172
277
$24K 0.02%
679
+200
278
$23.9K 0.02%
160
279
$23.9K 0.02%
1,758
280
$23.7K 0.02%
+236
281
$23.5K 0.02%
1,038
+3
282
$23.5K 0.02%
1,420
283
$23.4K 0.02%
+2,000
284
$23.4K 0.02%
644
285
$22.8K 0.01%
999
+571
286
$22.6K 0.01%
1,571
+270
287
$22.3K 0.01%
63
-6
288
$22K 0.01%
2,394
+503
289
$22K 0.01%
370
290
$21.9K 0.01%
1,300
291
$21.8K 0.01%
543
+81
292
$21.7K 0.01%
284
293
$21.7K 0.01%
606
-109
294
$21.7K 0.01%
78
295
$21.6K 0.01%
228
296
$21.4K 0.01%
7,874
+6,228
297
$21.4K 0.01%
11
298
$21.2K 0.01%
95
299
$21.2K 0.01%
83
300
$21K 0.01%
217