W
WealthCollab Portfolio holdings
AUM
$178M
1-Year Return
18.2%
This Quarter Return
+9.25%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$16.6M
(+10%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
50.72%
Holding
1,025
New
112
Increased
178
Reduced
133
Closed
80
Top Buys
Top Sells
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
$2.59M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
$1.38M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$966K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$294K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$137K |
Sector Composition
| 1 | Materials | 6.94% |
| 2 | Technology | 6.85% |
| 3 | Consumer Discretionary | 3.07% |
| 4 | Communication Services | 2.47% |
| 5 | Financials | 2.16% |
