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
601
$4.39K ﹤0.01%
+405
602
$4.38K ﹤0.01%
+16
603
$4.31K ﹤0.01%
+1,139
604
$4.29K ﹤0.01%
+73
605
$4.27K ﹤0.01%
+87
606
$4.25K ﹤0.01%
+125
607
$4.23K ﹤0.01%
+35
608
$4.22K ﹤0.01%
+23
609
$4.22K ﹤0.01%
+1,092
610
$4.21K ﹤0.01%
+51
611
$4.2K ﹤0.01%
+106
612
$4.19K ﹤0.01%
+14
613
$4.18K ﹤0.01%
+41
614
$4.17K ﹤0.01%
+30
615
$4.17K ﹤0.01%
+723
616
$4.12K ﹤0.01%
+592
617
$4.11K ﹤0.01%
+39
618
$4.1K ﹤0.01%
+20
619
$4.07K ﹤0.01%
+5,897
620
$4.07K ﹤0.01%
+100
621
$4.06K ﹤0.01%
+52
622
$4.04K ﹤0.01%
+32
623
$4.03K ﹤0.01%
+51
624
$3.98K ﹤0.01%
+326
625
$3.93K ﹤0.01%
+15
23 24
25
26 27