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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.78M
3
+$8.58M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.85M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.48K 0.01%
+55
477
$7.47K 0.01%
+74
478
$7.45K 0.01%
+331
479
$7.43K 0.01%
+223
480
$7.36K 0.01%
+389
481
$7.24K 0.01%
+902
482
$7.23K 0.01%
+57
483
$7.21K 0.01%
+482
484
$7.19K 0.01%
+100
485
$7.14K 0.01%
+2
486
$7.1K 0.01%
+142
487
$7.05K 0.01%
+162
488
$7.04K 0.01%
+625
489
$7.04K 0.01%
+154
490
$7.03K 0.01%
+80
491
$7.01K 0.01%
+97
492
$6.98K 0.01%
+35
493
$6.97K 0.01%
+1,787
494
$6.97K 0.01%
+349
495
$6.91K 0.01%
+61
496
$6.88K 0.01%
+11
497
$6.87K 0.01%
+456
498
$6.86K 0.01%
+1,123
499
$6.84K 0.01%
+241
500
$6.84K 0.01%
+92
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