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
$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
26
$1.17M 0.84%
20,019
+90
27
$1.15M 0.83%
4,608
-42
28
$1.13M 0.81%
14,337
-4
29
$988K 0.71%
8,314
-4
30
$905K 0.65%
15,803
+1,779
31
$851K 0.61%
8,453
+58
32
$780K 0.56%
1,434
33
$778K 0.56%
1,543
-219
34
$771K 0.55%
6,238
+658
35
$620K 0.45%
1,525
36
$598K 0.43%
3,260
+816
37
$571K 0.41%
10,659
38
$544K 0.39%
3,904
+3,879
39
$514K 0.37%
4,311
40
$513K 0.37%
6,638
41
$509K 0.37%
6,366
42
$475K 0.34%
10,852
-57
43
$470K 0.34%
20,642
44
$422K 0.3%
496
45
$396K 0.28%
4,082
46
$369K 0.27%
665
+62
47
$334K 0.24%
4,590
+500
48
$273K 0.2%
3,366
49
$268K 0.19%
10,356
50
$268K 0.19%
1,473
1
2
3 4 5