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
351
$15K 0.01%
485
352
$15K 0.01%
150
353
$14.9K 0.01%
140
354
$14.9K 0.01%
496
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355
$14.9K 0.01%
1,077
356
$14.7K 0.01%
165
357
$14.6K 0.01%
462
358
$14.6K 0.01%
604
+198
359
$14.4K 0.01%
161
360
$14.4K 0.01%
731
+529
361
$14.4K 0.01%
4,159
362
$14.4K 0.01%
300
363
$14.3K 0.01%
340
364
$14.3K 0.01%
67
365
$14.2K 0.01%
+83
366
$14.1K 0.01%
948
367
$14.1K 0.01%
509
368
$14K 0.01%
428
369
$13.9K 0.01%
234
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370
$13.8K 0.01%
116
371
$13.8K 0.01%
412
372
$13.7K 0.01%
841
+361
373
$13.7K 0.01%
23
374
$13.7K 0.01%
99
375
$13.6K 0.01%
336