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 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
551
$5.85K ﹤0.01%
231
552
$5.84K ﹤0.01%
87
553
$5.82K ﹤0.01%
405
554
$5.76K ﹤0.01%
113
555
$5.74K ﹤0.01%
41
556
$5.73K ﹤0.01%
42
557
$5.7K ﹤0.01%
236
-61
558
$5.68K ﹤0.01%
61
559
$5.67K ﹤0.01%
100
560
$5.63K ﹤0.01%
45
561
$5.6K ﹤0.01%
1,657
562
$5.59K ﹤0.01%
1,123
563
$5.53K ﹤0.01%
3,947
564
$5.53K ﹤0.01%
2,371
+833
565
$5.51K ﹤0.01%
39
566
$5.51K ﹤0.01%
391
567
$5.46K ﹤0.01%
51
568
$5.44K ﹤0.01%
75
569
$5.4K ﹤0.01%
390
570
$5.4K ﹤0.01%
297
-96
571
$5.38K ﹤0.01%
28
572
$5.38K ﹤0.01%
259
573
$5.37K ﹤0.01%
39
574
$5.34K ﹤0.01%
1,092
575
$5.32K ﹤0.01%
+580