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 Buys

1
+$540K
2
+$312K
3
+$243K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$234K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$173K

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
451
$9.1K 0.01%
308
+126
452
$9.03K 0.01%
122
453
$8.94K 0.01%
46
454
$8.94K 0.01%
7,036
455
$8.94K 0.01%
1,087
+303
456
$8.9K 0.01%
673
-44
457
$8.86K 0.01%
101
458
$8.85K 0.01%
164
459
$8.84K 0.01%
50
+47
460
$8.81K 0.01%
46
461
$8.79K 0.01%
200
462
$8.71K 0.01%
200
463
$8.7K 0.01%
133
464
$8.58K 0.01%
303
465
$8.57K 0.01%
374
+327
466
$8.55K 0.01%
482
467
$8.5K 0.01%
124
-29
468
$8.38K 0.01%
93
469
$8.36K 0.01%
507
470
$8.31K 0.01%
+101
471
$8.27K 0.01%
58
-49
472
$8.21K 0.01%
595
473
$8.19K 0.01%
34
474
$8.15K 0.01%
160
475
$8.02K 0.01%
212
17 18
19
20 21