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 Buys

1
+$540K
2
+$312K
3
+$243K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$234K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$173K

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
576
$5.26K ﹤0.01%
39
577
$5.25K ﹤0.01%
585
+335
578
$5.17K ﹤0.01%
+1,537
579
$5.16K ﹤0.01%
30
-7
580
$5.11K ﹤0.01%
+42
581
$5.1K ﹤0.01%
22
-7
582
$5.07K ﹤0.01%
143
+93
583
$5.07K ﹤0.01%
42
584
$5.06K ﹤0.01%
205
585
$5.05K ﹤0.01%
200
586
$5.03K ﹤0.01%
253
587
$5.03K ﹤0.01%
845
588
$5.03K ﹤0.01%
+120
589
$4.95K ﹤0.01%
144
-16
590
$4.95K ﹤0.01%
443
591
$4.94K ﹤0.01%
82
+47
592
$4.92K ﹤0.01%
+22
593
$4.88K ﹤0.01%
278
594
$4.86K ﹤0.01%
78
595
$4.86K ﹤0.01%
106
596
$4.84K ﹤0.01%
+362
597
$4.83K ﹤0.01%
20
598
$4.82K ﹤0.01%
73
599
$4.78K ﹤0.01%
50
600
$4.78K ﹤0.01%
58
22 23
24
25 26