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
451
$9.55K 0.01%
2,674
452
$9.54K 0.01%
419
453
$9.5K 0.01%
200
454
$9.46K 0.01%
94
455
$9.45K 0.01%
310
456
$9.45K 0.01%
536
+78
457
$9.4K 0.01%
154
458
$9.34K 0.01%
308
459
$9.32K 0.01%
101
460
$9.31K 0.01%
+1,711
461
$9.25K 0.01%
701
+90
462
$9.18K 0.01%
298
-245
463
$9.11K 0.01%
197
464
$9.01K 0.01%
536
+70
465
$8.91K 0.01%
26
466
$8.9K 0.01%
93
467
$8.88K 0.01%
668
468
$8.87K 0.01%
104
469
$8.73K 0.01%
+459
470
$8.72K 0.01%
225
471
$8.71K 0.01%
41
472
$8.64K 0.01%
482
473
$8.64K 0.01%
4,883
+1,351
474
$8.62K 0.01%
150
+50
475
$8.61K 0.01%
14