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
$156M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$748K
3
+$669K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$646K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$574K

Top Sells

1
+$144K
2
+$125K
3
+$104K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$100K
5
AAPL icon
Apple
AAPL
+$96.9K

Sector Composition

1 Technology 7.48%
2 Materials 4.19%
3 Consumer Discretionary 3.87%
4 Communication Services 2.97%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.36K ﹤0.01%
58
+13
577
$5.36K ﹤0.01%
+113
578
$5.33K ﹤0.01%
267
+62
579
$5.32K ﹤0.01%
415
580
$5.3K ﹤0.01%
43
581
$5.29K ﹤0.01%
63
582
$5.28K ﹤0.01%
185
-1,864
583
$5.28K ﹤0.01%
51
584
$5.22K ﹤0.01%
20
585
$5.2K ﹤0.01%
181
586
$5.18K ﹤0.01%
50
587
$5.18K ﹤0.01%
178
-247
588
$5.1K ﹤0.01%
30
589
$5.08K ﹤0.01%
659
590
$5.06K ﹤0.01%
259
591
$5.05K ﹤0.01%
78
592
$5.05K ﹤0.01%
28
593
$5.04K ﹤0.01%
+2,507
594
$4.97K ﹤0.01%
1
-1
595
$4.96K ﹤0.01%
219
596
$4.92K ﹤0.01%
94
+5
597
$4.89K ﹤0.01%
182
598
$4.89K ﹤0.01%
90
599
$4.84K ﹤0.01%
+53
600
$4.83K ﹤0.01%
200
22 23
24
25 26