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
501
$6.97K 0.01%
189
502
$6.95K 0.01%
622
-787
503
$6.91K 0.01%
96
-9
504
$6.89K ﹤0.01%
262
505
$6.86K ﹤0.01%
154
+111
506
$6.78K ﹤0.01%
149
507
$6.71K ﹤0.01%
78
508
$6.7K ﹤0.01%
24
509
$6.69K ﹤0.01%
148
-48
510
$6.67K ﹤0.01%
+879
511
$6.67K ﹤0.01%
+207
512
$6.65K ﹤0.01%
58
513
$6.65K ﹤0.01%
625
514
$6.64K ﹤0.01%
887
515
$6.64K ﹤0.01%
167
516
$6.63K ﹤0.01%
139
517
$6.62K ﹤0.01%
85
518
$6.61K ﹤0.01%
147
519
$6.58K ﹤0.01%
+349
520
$6.57K ﹤0.01%
633
+60
521
$6.56K ﹤0.01%
14
522
$6.51K ﹤0.01%
47
523
$6.5K ﹤0.01%
355
524
$6.46K ﹤0.01%
265
525
$6.42K ﹤0.01%
33
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