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
426
$11.4K 0.01%
374
427
$11.4K 0.01%
415
428
$11.3K 0.01%
458
429
$11.3K 0.01%
62
430
$11.2K 0.01%
73
+31
431
$11.2K 0.01%
46
432
$11.2K 0.01%
312
433
$11.2K 0.01%
436
-152
434
$11.2K 0.01%
95
435
$11K 0.01%
400
436
$11K 0.01%
+217
437
$11K 0.01%
38
438
$10.9K 0.01%
203
439
$10.9K 0.01%
629
+473
440
$10.9K 0.01%
21
+7
441
$10.9K 0.01%
1,087
442
$10.8K 0.01%
67
-28
443
$10.8K 0.01%
122
444
$10.7K 0.01%
278
+71
445
$10.7K 0.01%
1,757
-10
446
$10.7K 0.01%
46
447
$10.7K 0.01%
162
448
$10.6K 0.01%
+96
449
$10.5K 0.01%
1,202
-1,118
450
$10.4K 0.01%
197
16 17
18
19 20