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 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
426
$10.4K 0.01%
261
427
$10.4K 0.01%
180
428
$10.3K 0.01%
538
-125
429
$10.3K 0.01%
407
+192
430
$10.1K 0.01%
452
431
$10.1K 0.01%
450
432
$10.1K 0.01%
207
433
$10.1K 0.01%
298
434
$10K 0.01%
259
+30
435
$9.91K 0.01%
672
+65
436
$9.82K 0.01%
+428
437
$9.8K 0.01%
62
438
$9.73K 0.01%
225
439
$9.69K 0.01%
117
440
$9.66K 0.01%
162
441
$9.63K 0.01%
95
-20
442
$9.59K 0.01%
110
443
$9.55K 0.01%
95
444
$9.52K 0.01%
415
445
$9.41K 0.01%
644
446
$9.36K 0.01%
41
447
$9.26K 0.01%
127
448
$9.14K 0.01%
203
449
$9.13K 0.01%
60
450
$9.11K 0.01%
223