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
351
$17K 0.01%
642
352
$17K 0.01%
150
353
$16.9K 0.01%
604
354
$16.9K 0.01%
338
355
$16.8K 0.01%
143
356
$16.6K 0.01%
161
357
$16.6K 0.01%
30
-1
358
$16.5K 0.01%
165
359
$16.5K 0.01%
860
+69
360
$16.4K 0.01%
674
+383
361
$16.4K 0.01%
116
362
$16.1K 0.01%
428
363
$16K 0.01%
135
+36
364
$15.9K 0.01%
1,174
365
$15.9K 0.01%
174
366
$15.7K 0.01%
425
367
$15.7K 0.01%
132
368
$15.6K 0.01%
993
-270
369
$15.5K 0.01%
469
370
$15.5K 0.01%
423
371
$15.4K 0.01%
449
372
$15.3K 0.01%
300
373
$15.2K 0.01%
65
374
$15.2K 0.01%
841
375
$15.1K 0.01%
583
+257