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
626
$3.92K ﹤0.01%
+284
627
$3.91K ﹤0.01%
+72
628
$3.84K ﹤0.01%
+700
629
$3.83K ﹤0.01%
+54
630
$3.82K ﹤0.01%
+87
631
$3.77K ﹤0.01%
+78
632
$3.77K ﹤0.01%
+147
633
$3.75K ﹤0.01%
+471
634
$3.72K ﹤0.01%
+140
635
$3.7K ﹤0.01%
+218
636
$3.69K ﹤0.01%
+200
637
$3.66K ﹤0.01%
+300
638
$3.64K ﹤0.01%
+1,095
639
$3.63K ﹤0.01%
+8
640
$3.62K ﹤0.01%
+53
641
$3.61K ﹤0.01%
+10
642
$3.6K ﹤0.01%
+659
643
$3.58K ﹤0.01%
+234
644
$3.55K ﹤0.01%
+1
645
$3.55K ﹤0.01%
+20
646
$3.54K ﹤0.01%
+561
647
$3.53K ﹤0.01%
+62
648
$3.51K ﹤0.01%
+24
649
$3.51K ﹤0.01%
+32
650
$3.49K ﹤0.01%
+74
24 25
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