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
$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
476
$8.01K 0.01%
419
477
$7.97K 0.01%
64
-15
478
$7.95K 0.01%
886
+605
479
$7.91K 0.01%
288
+184
480
$7.83K 0.01%
1,461
481
$7.77K 0.01%
200
482
$7.71K 0.01%
104
483
$7.6K 0.01%
3,167
484
$7.59K 0.01%
14
485
$7.52K 0.01%
1,787
486
$7.51K 0.01%
99
487
$7.47K 0.01%
268
-18
488
$7.44K 0.01%
63
489
$7.4K 0.01%
240
490
$7.38K 0.01%
395
-1,086
491
$7.35K 0.01%
331
492
$7.33K 0.01%
326
+265
493
$7.31K 0.01%
+291
494
$7.27K 0.01%
55
495
$7.27K 0.01%
+456
496
$7.23K 0.01%
11
497
$7.18K 0.01%
1,352
498
$7.12K 0.01%
41
+6
499
$7.12K 0.01%
1,058
500
$6.98K 0.01%
428
-28
18 19
20
21 22