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
601
$4.77K ﹤0.01%
17
-10
602
$4.75K ﹤0.01%
+2,697
603
$4.74K ﹤0.01%
71
+55
604
$4.71K ﹤0.01%
167
605
$4.71K ﹤0.01%
255
606
$4.7K ﹤0.01%
220
607
$4.63K ﹤0.01%
14
608
$4.62K ﹤0.01%
218
609
$4.61K ﹤0.01%
346
-436
610
$4.6K ﹤0.01%
+1,456
611
$4.6K ﹤0.01%
12
612
$4.58K ﹤0.01%
50
613
$4.56K ﹤0.01%
531
614
$4.55K ﹤0.01%
51
615
$4.54K ﹤0.01%
218
616
$4.54K ﹤0.01%
45
617
$4.53K ﹤0.01%
3,903
-4,226
618
$4.43K ﹤0.01%
491
+265
619
$4.42K ﹤0.01%
41
620
$4.41K ﹤0.01%
35
621
$4.33K ﹤0.01%
564
-1,912
622
$4.32K ﹤0.01%
142
623
$4.29K ﹤0.01%
75
+18
624
$4.26K ﹤0.01%
63
625
$4.25K ﹤0.01%
415
23 24
25
26 27