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
526
$6.39K ﹤0.01%
+657
527
$6.35K ﹤0.01%
231
-62
528
$6.27K ﹤0.01%
20
529
$6.21K ﹤0.01%
99
530
$6.2K ﹤0.01%
278
531
$6.18K ﹤0.01%
529
532
$6.18K ﹤0.01%
182
533
$6.17K ﹤0.01%
251
534
$6.13K ﹤0.01%
739
535
$6.13K ﹤0.01%
819
+153
536
$6.13K ﹤0.01%
18
537
$6.1K ﹤0.01%
36
538
$6.1K ﹤0.01%
181
+35
539
$6.09K ﹤0.01%
630
540
$6.07K ﹤0.01%
557
541
$6.05K ﹤0.01%
869
+274
542
$6.03K ﹤0.01%
35
+29
543
$6.02K ﹤0.01%
106
544
$6.02K ﹤0.01%
14
545
$5.97K ﹤0.01%
87
546
$5.93K ﹤0.01%
47
547
$5.9K ﹤0.01%
79
548
$5.89K ﹤0.01%
3,926
-1,471
549
$5.88K ﹤0.01%
159
-136
550
$5.87K ﹤0.01%
368
20 21
22
23 24