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
376
$14.9K 0.01%
888
377
$14.6K 0.01%
2,677
378
$14.6K 0.01%
624
379
$14.6K 0.01%
412
380
$14.5K 0.01%
180
381
$14.5K 0.01%
3,315
382
$14.5K 0.01%
336
383
$14.5K 0.01%
238
+36
384
$14.4K 0.01%
475
+421
385
$14.4K 0.01%
1,077
386
$14.2K 0.01%
1,636
387
$14.1K 0.01%
64
+29
388
$14K 0.01%
150
-23
389
$14K 0.01%
407
390
$13.9K 0.01%
520
-133
391
$13.9K 0.01%
2,674
392
$13.8K 0.01%
67
393
$13.8K 0.01%
24
394
$13.8K 0.01%
2,494
+1,675
395
$13.8K 0.01%
111
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396
$13.6K 0.01%
756
397
$13.6K 0.01%
405
398
$13.5K 0.01%
183
399
$13.4K 0.01%
403
400
$13.4K 0.01%
200