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
376
$13.5K 0.01%
285
377
$13.5K 0.01%
653
+307
378
$13.5K 0.01%
171
+91
379
$13.4K 0.01%
939
380
$13.4K 0.01%
143
381
$13.4K 0.01%
105
+3
382
$13.4K 0.01%
95
+67
383
$13.2K 0.01%
65
384
$13.2K 0.01%
1,106
385
$13.1K 0.01%
63
386
$13.1K 0.01%
24
387
$13.1K 0.01%
641
388
$13K 0.01%
86
+5
389
$13K 0.01%
469
390
$12.9K 0.01%
174
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391
$12.9K 0.01%
132
392
$12.8K 0.01%
451
393
$12.7K 0.01%
192
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394
$12.6K 0.01%
1,174
395
$12.6K 0.01%
2,677
-553
396
$12.5K 0.01%
3,315
397
$12.5K 0.01%
+409
398
$12.4K 0.01%
133
+41
399
$12.3K 0.01%
756
400
$12.2K 0.01%
137