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
301
$20.9K 0.01%
309
-134
302
$20.6K 0.01%
1,550
-25
303
$20.6K 0.01%
229
+32
304
$20.4K 0.01%
83
305
$20.3K 0.01%
1,420
306
$20.3K 0.01%
122
307
$20.3K 0.01%
182
308
$20.2K 0.01%
95
309
$20K 0.01%
217
310
$20K 0.01%
538
-141
311
$19.9K 0.01%
340
312
$19.7K 0.01%
676
+273
313
$19.7K 0.01%
530
+21
314
$19.7K 0.01%
81
315
$19.7K 0.01%
1,179
-21
316
$19.4K 0.01%
583
317
$19.4K 0.01%
2,394
318
$19.3K 0.01%
319
+51
319
$19.2K 0.01%
300
320
$19.2K 0.01%
437
-500
321
$19K 0.01%
364
322
$19K 0.01%
447
323
$19K 0.01%
240
324
$18.9K 0.01%
737
+99
325
$18.9K 0.01%
227
-1