W
WealthCollab Portfolio holdings
AUM
$178M
1-Year Return
18.2%
This Quarter Return
+9.25%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$16.6M
(+10%)
Cap. Flow
+$3.35M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
50.72%
Holding
1,025
New
112
Increased
178
Reduced
133
Closed
80
Top Buys
| 1 |
Dimensional US Small Cap Value ETF
DFSV
|
+$3.09M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.67M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.5M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$690K |
| 5 |
SSR Mining
SSRM
|
+$382K |
Top Sells
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.59M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$1.38M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$966K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$294K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$137K |
Sector Composition
| 1 | Materials | 6.94% |
| 2 | Technology | 6.85% |
| 3 | Consumer Discretionary | 3.07% |
| 4 | Communication Services | 2.47% |
| 5 | Financials | 2.16% |
