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
426
$10.8K 0.01%
78
427
$10.7K 0.01%
374
428
$10.6K 0.01%
+351
429
$10.5K 0.01%
90
-3
430
$10.5K 0.01%
581
+576
431
$10.5K 0.01%
46
432
$10.5K 0.01%
436
433
$10.5K 0.01%
105
-6
434
$10.4K 0.01%
95
435
$10.4K 0.01%
382
+84
436
$10.2K 0.01%
415
437
$10.2K 0.01%
38
438
$10.2K 0.01%
203
439
$10.2K 0.01%
450
440
$10.2K 0.01%
162
441
$10.1K 0.01%
140
442
$10K 0.01%
+341
443
$9.86K 0.01%
200
444
$9.76K 0.01%
127
445
$9.69K 0.01%
568
446
$9.68K 0.01%
257
+202
447
$9.67K 0.01%
662
448
$9.67K 0.01%
303
449
$9.65K 0.01%
1,077
450
$9.62K 0.01%
154