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
351
$16.2K 0.01%
1,263
352
$16.2K 0.01%
298
353
$16.2K 0.01%
167
+1
354
$16.1K 0.01%
528
+123
355
$16.1K 0.01%
386
-62
356
$16.1K 0.01%
143
357
$16.1K 0.01%
64
358
$16K 0.01%
296
+58
359
$15.8K 0.01%
86
360
$15.8K 0.01%
341
361
$15.7K 0.01%
176
+141
362
$15.7K 0.01%
65
363
$15.6K 0.01%
161
364
$15.6K 0.01%
135
365
$15.5K 0.01%
409
366
$15.4K 0.01%
336
367
$15.4K 0.01%
143
+26
368
$15.3K 0.01%
442
369
$15.3K 0.01%
1,087
370
$15.2K 0.01%
469
371
$15.2K 0.01%
531
+253
372
$15.2K 0.01%
174
373
$15.1K 0.01%
67
374
$15K 0.01%
507
-120
375
$15K 0.01%
165
+33