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
576
$5.82K ﹤0.01%
41
577
$5.75K ﹤0.01%
20
578
$5.7K ﹤0.01%
51
579
$5.69K ﹤0.01%
1,455
-1,347
580
$5.67K ﹤0.01%
349
581
$5.64K ﹤0.01%
231
582
$5.63K ﹤0.01%
390
583
$5.59K ﹤0.01%
73
584
$5.58K ﹤0.01%
42
585
$5.58K ﹤0.01%
278
586
$5.53K ﹤0.01%
557
587
$5.53K ﹤0.01%
51
588
$5.51K ﹤0.01%
20
589
$5.47K ﹤0.01%
41
590
$5.42K ﹤0.01%
20
-16
591
$5.37K ﹤0.01%
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592
$5.37K ﹤0.01%
50
593
$5.37K ﹤0.01%
443
594
$5.3K ﹤0.01%
+466
595
$5.29K ﹤0.01%
346
596
$5.28K ﹤0.01%
229
-102
597
$5.28K ﹤0.01%
167
598
$5.26K ﹤0.01%
113
599
$5.21K ﹤0.01%
30
600
$5.21K ﹤0.01%
405