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
451
$10.4K 0.01%
101
452
$10.4K 0.01%
58
453
$10.2K 0.01%
882
-213
454
$10.2K 0.01%
154
-10
455
$10K 0.01%
309
-142
456
$10K 0.01%
152
+123
457
$10K 0.01%
127
458
$9.84K 0.01%
147
+76
459
$9.83K 0.01%
568
+200
460
$9.8K 0.01%
446
+290
461
$9.8K 0.01%
133
462
$9.66K 0.01%
507
463
$9.65K 0.01%
338
464
$9.54K 0.01%
200
465
$9.53K 0.01%
+94
466
$9.52K 0.01%
308
467
$9.52K 0.01%
+141
468
$9.51K 0.01%
99
469
$9.51K 0.01%
200
470
$9.46K 0.01%
117
471
$9.45K 0.01%
34
472
$9.44K 0.01%
41
473
$9.41K 0.01%
125
-147
474
$9.4K 0.01%
200
475
$9.39K 0.01%
93
17 18
19
20 21