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
401
$12.7K 0.01%
390
+78
402
$12.7K 0.01%
1,198
-1,149
403
$12.6K 0.01%
280
+258
404
$12.5K 0.01%
1,794
405
$12.3K 0.01%
2,000
-400
406
$12.3K 0.01%
747
-730
407
$12.3K 0.01%
1,174
408
$12.2K 0.01%
29
409
$12K 0.01%
122
410
$11.9K 0.01%
185
-242
411
$11.8K 0.01%
755
-842
412
$11.8K 0.01%
62
413
$11.7K 0.01%
1,294
+763
414
$11.7K 0.01%
183
415
$11.4K 0.01%
95
416
$11.4K 0.01%
200
417
$11.3K 0.01%
405
418
$11.2K 0.01%
361
-88
419
$11.1K 0.01%
170
+157
420
$11.1K 0.01%
30
+9
421
$11K 0.01%
73
422
$11K 0.01%
527
-147
423
$11K 0.01%
882
424
$11K 0.01%
1,068
+719
425
$10.8K 0.01%
458
15 16
17
18 19