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 Buys

1
+$540K
2
+$312K
3
+$243K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$234K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$173K

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
401
$12K 0.01%
438
402
$11.9K 0.01%
58
+35
403
$11.6K 0.01%
1,095
404
$11.6K 0.01%
183
405
$11.5K 0.01%
403
+103
406
$11.5K 0.01%
197
407
$11.3K 0.01%
117
+37
408
$11.3K 0.01%
458
409
$11.3K 0.01%
1,767
-2,254
410
$11.2K 0.01%
213
-51
411
$11.1K 0.01%
36
412
$11.1K 0.01%
400
413
$10.9K 0.01%
312
414
$10.9K 0.01%
373
+181
415
$10.9K 0.01%
295
-287
416
$10.9K 0.01%
38
417
$10.8K 0.01%
61
+7
418
$10.8K 0.01%
1,794
-253
419
$10.8K 0.01%
197
+4
420
$10.8K 0.01%
200
421
$10.8K 0.01%
203
-33
422
$10.7K 0.01%
28
+19
423
$10.6K 0.01%
405
424
$10.5K 0.01%
588
-26
425
$10.4K 0.01%
74
15 16
17
18 19