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
26
$1.2M 0.77%
15,817
+1,480
27
$1.15M 0.74%
20,100
+81
28
$1.04M 0.67%
96,899
-5,687
29
$1.02M 0.65%
7,925
30
$1M 0.64%
1,709
+131
31
$959K 0.61%
2,868
+2,237
32
$938K 0.6%
16,539
-1,044
33
$912K 0.58%
4,791
+1,545
34
$860K 0.55%
8,571
+57
35
$841K 0.54%
1,435
+1
36
$783K 0.5%
5,833
+419
37
$691K 0.44%
1,525
38
$607K 0.39%
10,600
39
$555K 0.35%
4,311
40
$518K 0.33%
6,638
41
$511K 0.33%
6,366
42
$479K 0.31%
10,871
-110
43
$470K 0.3%
3,211
44
$454K 0.29%
496
45
$443K 0.28%
19,500
-1,142
46
$396K 0.25%
4,082
-45
47
$380K 0.24%
854
+213
48
$371K 0.24%
3,701
+1,613
49
$353K 0.23%
2,105
50
$282K 0.18%
3,059
1
2
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