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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.78M
3
+$8.58M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.85M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.99K ﹤0.01%
+368
577
$4.92K ﹤0.01%
+231
578
$4.9K ﹤0.01%
+443
579
$4.84K ﹤0.01%
+142
580
$4.82K ﹤0.01%
+49
581
$4.79K ﹤0.01%
+139
582
$4.77K ﹤0.01%
+78
583
$4.77K ﹤0.01%
+146
584
$4.75K ﹤0.01%
+220
585
$4.75K ﹤0.01%
+860
586
$4.7K ﹤0.01%
+1,086
587
$4.7K ﹤0.01%
+1,451
588
$4.7K ﹤0.01%
+106
589
$4.66K ﹤0.01%
+50
590
$4.65K ﹤0.01%
+519
591
$4.64K ﹤0.01%
+51
592
$4.63K ﹤0.01%
+181
593
$4.62K ﹤0.01%
+21
594
$4.61K ﹤0.01%
+12
595
$4.56K ﹤0.01%
+219
596
$4.55K ﹤0.01%
+415
597
$4.52K ﹤0.01%
+73
598
$4.52K ﹤0.01%
+666
599
$4.51K ﹤0.01%
+50
600
$4.4K ﹤0.01%
+149
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