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 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
301
$18.7K 0.01%
364
-65
302
$18.6K 0.01%
217
303
$18.6K 0.01%
1,386
+311
304
$18.5K 0.01%
295
-52
305
$18.5K 0.01%
173
-9
306
$18.5K 0.01%
4,058
+2,833
307
$18.1K 0.01%
35
+8
308
$18K 0.01%
272
309
$18K 0.01%
1,047
+557
310
$17.8K 0.01%
479
311
$17.8K 0.01%
591
+449
312
$17.7K 0.01%
1,909
313
$17.7K 0.01%
2,884
-21
314
$17.6K 0.01%
64
315
$17.5K 0.01%
888
+69
316
$17.4K 0.01%
449
+47
317
$17.3K 0.01%
1,053
318
$17.1K 0.01%
1,891
319
$17K 0.01%
1,300
320
$17K 0.01%
166
+2
321
$16.9K 0.01%
240
322
$16.7K 0.01%
298
323
$16.7K 0.01%
83
324
$16.6K 0.01%
341
325
$16.6K 0.01%
2,400
+2,000