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
326
$18.7K 0.01%
407
327
$18.7K 0.01%
300
-161
328
$18.6K 0.01%
428
329
$18.5K 0.01%
1,371
-203
330
$18.3K 0.01%
64
331
$18.3K 0.01%
1,053
332
$18K 0.01%
137
333
$17.9K 0.01%
78
334
$17.8K 0.01%
+3,459
335
$17.8K 0.01%
+2,603
336
$17.7K 0.01%
119
337
$17.6K 0.01%
485
338
$17.5K 0.01%
1,636
339
$17.5K 0.01%
642
340
$17.4K 0.01%
604
341
$17.4K 0.01%
175
342
$17.2K 0.01%
204
-139
343
$17.2K 0.01%
202
344
$17K 0.01%
1,324
-247
345
$17K 0.01%
426
-62
346
$16.9K 0.01%
931
+90
347
$16.8K 0.01%
993
348
$16.7K 0.01%
756
349
$16.4K 0.01%
31
+1
350
$16.3K 0.01%
50