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
501
$7.66K ﹤0.01%
452
+380
502
$7.55K ﹤0.01%
+52
503
$7.55K ﹤0.01%
+689
504
$7.54K ﹤0.01%
456
505
$7.53K ﹤0.01%
268
506
$7.5K ﹤0.01%
428
507
$7.47K ﹤0.01%
+108
508
$7.42K ﹤0.01%
79
509
$7.42K ﹤0.01%
147
510
$7.35K ﹤0.01%
+914
511
$7.2K ﹤0.01%
+338
512
$7.18K ﹤0.01%
1,787
513
$7.18K ﹤0.01%
390
514
$7.16K ﹤0.01%
92
515
$7.13K ﹤0.01%
90
+54
516
$7.13K ﹤0.01%
148
517
$7.12K ﹤0.01%
400
518
$7.09K ﹤0.01%
402
-597
519
$7.08K ﹤0.01%
179
+122
520
$7.05K ﹤0.01%
384
521
$6.99K ﹤0.01%
+37
522
$6.94K ﹤0.01%
110
523
$6.91K ﹤0.01%
11
524
$6.88K ﹤0.01%
87
525
$6.83K ﹤0.01%
253
19 20
21
22 23