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
501
$8.17K 0.01%
644
502
$8.15K 0.01%
886
503
$8.12K 0.01%
+668
504
$8.03K 0.01%
303
505
$7.99K 0.01%
110
-14
506
$7.99K 0.01%
261
507
$7.98K 0.01%
85
508
$7.97K 0.01%
58
509
$7.95K 0.01%
625
510
$7.94K 0.01%
1,003
+815
511
$7.9K 0.01%
395
512
$7.89K 0.01%
231
513
$7.85K 0.01%
456
514
$7.75K 0.01%
1,657
515
$7.7K 0.01%
139
516
$7.65K 0.01%
444
-495
517
$7.63K 0.01%
+2,446
518
$7.62K 0.01%
148
519
$7.6K 0.01%
+24
520
$7.6K 0.01%
15
-8
521
$7.59K 0.01%
14
522
$7.47K ﹤0.01%
87
523
$7.38K ﹤0.01%
63
524
$7.37K ﹤0.01%
262
525
$7.33K ﹤0.01%
154
19 20
21
22 23