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
301
$21K 0.01%
5,617
+1,242
302
$20.9K 0.01%
7,036
303
$20.8K 0.01%
122
+83
304
$20.7K 0.01%
2,400
305
$20.5K 0.01%
871
-176
306
$20.3K 0.01%
1,200
+355
307
$20.3K 0.01%
295
308
$20.3K 0.01%
1,053
309
$20.3K 0.01%
53
310
$20K 0.01%
156
+98
311
$19.9K 0.01%
1,263
312
$19.8K 0.01%
1,909
313
$19.8K 0.01%
247
+55
314
$19.8K 0.01%
364
315
$19.7K 0.01%
472
-97
316
$19.7K 0.01%
627
-89
317
$19.4K 0.01%
2,552
-332
318
$19.3K 0.01%
268
319
$19.3K 0.01%
182
+81
320
$19.2K 0.01%
1,646
+1,024
321
$19.2K 0.01%
298
322
$19.1K 0.01%
119
323
$19K 0.01%
83
324
$18.6K 0.01%
1,106
325
$18.6K 0.01%
512
-79
11 12
13
14 15