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
601
$4.82K ﹤0.01%
54
602
$4.82K ﹤0.01%
106
603
$4.76K ﹤0.01%
154
+2
604
$4.76K ﹤0.01%
51
605
$4.73K ﹤0.01%
229
606
$4.7K ﹤0.01%
54
-22
607
$4.68K ﹤0.01%
1,092
608
$4.66K ﹤0.01%
218
609
$4.65K ﹤0.01%
71
-68
610
$4.65K ﹤0.01%
147
611
$4.64K ﹤0.01%
887
612
$4.6K ﹤0.01%
157
613
$4.53K ﹤0.01%
465
-168
614
$4.52K ﹤0.01%
561
615
$4.48K ﹤0.01%
167
616
$4.47K ﹤0.01%
79
617
$4.47K ﹤0.01%
57
618
$4.38K ﹤0.01%
655
+562
619
$4.37K ﹤0.01%
71
-76
620
$4.32K ﹤0.01%
+87
621
$4.29K ﹤0.01%
35
622
$4.29K ﹤0.01%
+127
623
$4.26K ﹤0.01%
735
-1,759
624
$4.24K ﹤0.01%
75
625
$4.22K ﹤0.01%
57
23 24
25
26 27