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
526
$6.79K ﹤0.01%
480
527
$6.77K ﹤0.01%
262
528
$6.72K ﹤0.01%
192
+25
529
$6.72K ﹤0.01%
47
530
$6.71K ﹤0.01%
261
531
$6.7K ﹤0.01%
739
532
$6.68K ﹤0.01%
789
-377
533
$6.65K ﹤0.01%
85
534
$6.56K ﹤0.01%
645
535
$6.55K ﹤0.01%
36
536
$6.53K ﹤0.01%
473
-156
537
$6.48K ﹤0.01%
18
538
$6.47K ﹤0.01%
41
539
$6.47K ﹤0.01%
1,147
-610
540
$6.47K ﹤0.01%
788
+208
541
$6.4K ﹤0.01%
63
542
$6.37K ﹤0.01%
625
543
$6.36K ﹤0.01%
92
-60
544
$6.35K ﹤0.01%
330
545
$6.34K ﹤0.01%
231
546
$6.34K ﹤0.01%
297
547
$6.25K ﹤0.01%
189
548
$6.23K ﹤0.01%
61
549
$6.22K ﹤0.01%
25
550
$6.21K ﹤0.01%
64
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