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
601
$5.16K ﹤0.01%
327
+236
602
$5.15K ﹤0.01%
27
603
$5.14K ﹤0.01%
277
-78
604
$5.06K ﹤0.01%
1,092
605
$5.05K ﹤0.01%
54
+4
606
$5.04K ﹤0.01%
45
607
$5.03K ﹤0.01%
106
608
$5.01K ﹤0.01%
78
609
$5K ﹤0.01%
362
610
$4.97K ﹤0.01%
480
611
$4.96K ﹤0.01%
78
612
$4.95K ﹤0.01%
52
+33
613
$4.92K ﹤0.01%
271
+107
614
$4.91K ﹤0.01%
41
+35
615
$4.85K ﹤0.01%
14
616
$4.84K ﹤0.01%
44
617
$4.83K ﹤0.01%
680
-378
618
$4.81K ﹤0.01%
147
619
$4.79K ﹤0.01%
433
-224
620
$4.79K ﹤0.01%
+43
621
$4.79K ﹤0.01%
28
622
$4.75K ﹤0.01%
491
623
$4.68K ﹤0.01%
8
624
$4.67K ﹤0.01%
132
-127
625
$4.67K ﹤0.01%
219
23 24
25
26 27