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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.78M
3
+$8.58M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.85M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.59K 0.01%
+507
452
$8.57K 0.01%
+206
453
$8.54K 0.01%
+1,352
454
$8.49K 0.01%
+102
455
$8.48K 0.01%
+127
456
$8.46K 0.01%
+393
457
$8.46K 0.01%
+138
458
$8.29K 0.01%
+66
459
$8.27K 0.01%
+104
460
$8.27K 0.01%
+238
461
$8.14K 0.01%
+41
462
$8.04K 0.01%
+106
463
$7.96K 0.01%
+801
464
$7.91K 0.01%
+46
465
$7.89K 0.01%
+756
466
$7.85K 0.01%
+47
467
$7.81K 0.01%
+34
468
$7.73K 0.01%
+530
469
$7.64K 0.01%
+95
470
$7.63K 0.01%
+239
471
$7.61K 0.01%
+80
472
$7.6K 0.01%
+106
473
$7.59K 0.01%
+694
474
$7.51K 0.01%
+2,250
475
$7.51K 0.01%
+1,225
17 18
19
20 21