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
551
$6.58K ﹤0.01%
149
552
$6.56K ﹤0.01%
1,123
553
$6.55K ﹤0.01%
971
+92
554
$6.55K ﹤0.01%
87
555
$6.51K ﹤0.01%
14
556
$6.5K ﹤0.01%
18
557
$6.45K ﹤0.01%
415
558
$6.43K ﹤0.01%
61
559
$6.42K ﹤0.01%
259
560
$6.39K ﹤0.01%
159
561
$6.33K ﹤0.01%
99
562
$6.31K ﹤0.01%
45
563
$6.28K ﹤0.01%
265
564
$6.26K ﹤0.01%
75
565
$6.21K ﹤0.01%
+605
566
$6.17K ﹤0.01%
+92
567
$6.16K ﹤0.01%
633
568
$6.15K ﹤0.01%
36
569
$6.04K ﹤0.01%
+645
570
$6.03K ﹤0.01%
326
-405
571
$6.01K ﹤0.01%
205
572
$6K ﹤0.01%
184
-104
573
$5.91K ﹤0.01%
+384
574
$5.9K ﹤0.01%
580
575
$5.85K ﹤0.01%
+88