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
326
$18.4K 0.01%
240
327
$18.4K 0.01%
175
328
$18.4K 0.01%
4,058
329
$18.4K 0.01%
448
+328
330
$18.4K 0.01%
500
331
$18.3K 0.01%
845
332
$17.9K 0.01%
340
333
$17.9K 0.01%
509
334
$17.8K 0.01%
166
335
$17.8K 0.01%
341
336
$17.8K 0.01%
63
337
$17.7K 0.01%
+442
338
$17.7K 0.01%
1,575
+189
339
$17.7K 0.01%
202
+31
340
$17.6K 0.01%
587
341
$17.5K 0.01%
+1,527
342
$17.2K 0.01%
352
343
$17.2K 0.01%
638
+142
344
$17.2K 0.01%
64
345
$17.2K 0.01%
485
346
$17.2K 0.01%
489
+194
347
$17.1K 0.01%
1,702
348
$17.1K 0.01%
137
349
$17.1K 0.01%
4,159
350
$17K 0.01%
447