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
401
$13.1K 0.01%
197
402
$13K 0.01%
438
403
$13K 0.01%
86
404
$13K 0.01%
409
405
$13K 0.01%
4,805
+879
406
$12.9K 0.01%
310
-30
407
$12.9K 0.01%
285
408
$12.9K 0.01%
81
+31
409
$12.6K 0.01%
424
-120
410
$12.6K 0.01%
133
411
$12.6K 0.01%
641
412
$12.6K 0.01%
203
413
$12.5K 0.01%
29
-6
414
$12.3K 0.01%
1,794
415
$12.2K 0.01%
197
+122
416
$12.1K 0.01%
93
-20
417
$12.1K 0.01%
452
418
$12.1K 0.01%
719
+47
419
$11.8K 0.01%
30
+2
420
$11.6K 0.01%
50
+26
421
$11.5K 0.01%
95
422
$11.5K 0.01%
+213
423
$11.5K 0.01%
449
+76
424
$11.5K 0.01%
74
425
$11.4K 0.01%
140
15 16
17
18 19