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
476
$8.55K 0.01%
175
-397
477
$8.51K 0.01%
507
478
$8.51K 0.01%
471
479
$8.5K 0.01%
869
480
$8.49K 0.01%
2,092
-1,966
481
$8.44K 0.01%
46
482
$8.4K 0.01%
178
-45
483
$8.39K 0.01%
652
+374
484
$8.38K 0.01%
431
-18
485
$8.37K 0.01%
395
486
$8.35K 0.01%
51
+10
487
$8.32K 0.01%
200
488
$8.24K 0.01%
1,189
+303
489
$8.18K 0.01%
64
490
$8.06K 0.01%
149
491
$8.01K 0.01%
34
492
$7.98K 0.01%
58
493
$7.95K 0.01%
133
494
$7.9K 0.01%
3,238
-4,786
495
$7.88K 0.01%
1,537
496
$7.87K 0.01%
200
497
$7.8K 0.01%
500
498
$7.78K 0.01%
144
499
$7.74K ﹤0.01%
255
+123
500
$7.68K ﹤0.01%
443
18 19
20
21 22