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
376
$14.8K 0.01%
158
+8
377
$14.7K 0.01%
352
378
$14.7K 0.01%
3,315
379
$14.6K 0.01%
79
+5
380
$14.6K 0.01%
180
381
$14.6K 0.01%
30
+15
382
$14.5K 0.01%
95
+73
383
$14.4K 0.01%
1,657
384
$14.4K 0.01%
461
-14
385
$14.2K 0.01%
1,677
-25
386
$14.1K 0.01%
24
387
$14.1K 0.01%
2,677
388
$14K 0.01%
165
389
$14K 0.01%
938
+78
390
$13.9K 0.01%
161
391
$13.8K 0.01%
4,159
392
$13.8K 0.01%
116
393
$13.7K 0.01%
285
394
$13.7K 0.01%
423
395
$13.5K 0.01%
219
+16
396
$13.4K 0.01%
+310
397
$13K 0.01%
496
+44
398
$13K 0.01%
438
399
$12.9K 0.01%
641
400
$12.7K 0.01%
133