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
$152M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$719K
3
+$547K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$341K
5
DASH icon
DoorDash
DASH
+$300K

Top Sells

1
+$185K
2
+$139K
3
+$100K
4
EA icon
Electronic Arts
EA
+$99.4K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.5K

Sector Composition

1 Technology 6.91%
2 Materials 3.67%
3 Consumer Discretionary 3.59%
4 Communication Services 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$9.38K 0.01%
611
-337
477
$9.37K 0.01%
223
478
$9.25K 0.01%
78
479
$9.22K 0.01%
419
480
$9.19K 0.01%
1,166
+789
481
$9.19K 0.01%
161
-46
482
$9.11K 0.01%
47
483
$9.03K 0.01%
200
484
$8.99K 0.01%
225
485
$8.97K 0.01%
100
-17
486
$8.92K 0.01%
104
487
$8.89K 0.01%
869
488
$8.82K 0.01%
500
-1,000
489
$8.77K 0.01%
450
490
$8.77K 0.01%
458
-254
491
$8.69K 0.01%
1,787
492
$8.66K 0.01%
298
493
$8.63K 0.01%
64
+40
494
$8.55K 0.01%
268
495
$8.43K 0.01%
26
+19
496
$8.43K 0.01%
2
+1
497
$8.29K 0.01%
189
498
$8.2K 0.01%
64
499
$8.18K 0.01%
482
500
$8.17K 0.01%
1,352
18 19
20
21 22