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
526
$7.29K ﹤0.01%
530
+384
527
$7.28K ﹤0.01%
3,532
+835
528
$7.25K ﹤0.01%
+662
529
$7.24K ﹤0.01%
41
530
$7.22K ﹤0.01%
79
531
$7.2K ﹤0.01%
75
532
$7.19K ﹤0.01%
321
+231
533
$7.17K ﹤0.01%
76
-141
534
$7.11K ﹤0.01%
428
535
$7.08K ﹤0.01%
391
536
$6.87K ﹤0.01%
297
537
$6.83K ﹤0.01%
1,011
+743
538
$6.83K ﹤0.01%
11
539
$6.82K ﹤0.01%
33
540
$6.81K ﹤0.01%
25
+3
541
$6.8K ﹤0.01%
100
542
$6.79K ﹤0.01%
739
543
$6.78K ﹤0.01%
182
544
$6.78K ﹤0.01%
1,461
545
$6.77K ﹤0.01%
147
546
$6.75K ﹤0.01%
251
547
$6.73K ﹤0.01%
+1,634
548
$6.62K ﹤0.01%
167
549
$6.61K ﹤0.01%
400
-138
550
$6.61K ﹤0.01%
253
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