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
276
$23.3K 0.01%
283
+183
277
$23.3K 0.01%
932
+508
278
$23.3K 0.01%
160
279
$23.2K 0.01%
3,396
280
$23K 0.01%
2,979
+427
281
$22.9K 0.01%
626
282
$22.8K 0.01%
181
283
$22.7K 0.01%
543
+31
284
$22.5K 0.01%
112
-47
285
$22.5K 0.01%
733
+574
286
$22.5K 0.01%
941
+70
287
$22.4K 0.01%
43
-16
288
$22.4K 0.01%
693
+49
289
$22.3K 0.01%
53
290
$22.2K 0.01%
74
+9
291
$22.2K 0.01%
63
292
$22K 0.01%
338
293
$21.9K 0.01%
11
294
$21.9K 0.01%
156
295
$21.6K 0.01%
83
-49
296
$21.4K 0.01%
587
297
$21.2K 0.01%
862
298
$21.2K 0.01%
500
299
$21.1K 0.01%
212
-87
300
$21.1K 0.01%
+330
10 11
12
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