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
326
$16.5K 0.01%
228
327
$16.4K 0.01%
338
328
$16.4K 0.01%
11
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329
$16.4K 0.01%
791
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$16.4K 0.01%
202
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331
$16.3K 0.01%
624
332
$16.3K 0.01%
119
333
$16.2K 0.01%
2,802
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334
$16K 0.01%
1,636
335
$16K 0.01%
31
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336
$16K 0.01%
425
337
$16K 0.01%
338
338
$15.9K 0.01%
352
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$15.8K 0.01%
642
340
$15.8K 0.01%
53
341
$15.7K 0.01%
500
342
$15.6K 0.01%
423
343
$15.6K 0.01%
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344
$15.5K 0.01%
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845
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$15.4K 0.01%
587
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$15.1K 0.01%
1,702
-1,583
349
$15.1K 0.01%
447
350
$15K 0.01%
361
-192