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
626
$4.24K ﹤0.01%
200
627
$4.23K ﹤0.01%
78
628
$4.22K ﹤0.01%
843
-152
629
$4.22K ﹤0.01%
168
630
$4.19K ﹤0.01%
114
631
$4.18K ﹤0.01%
219
632
$4.12K ﹤0.01%
50
633
$4.11K ﹤0.01%
44
+20
634
$4.08K ﹤0.01%
87
635
$4.04K ﹤0.01%
38
636
$4.04K ﹤0.01%
20
-6
637
$4.01K ﹤0.01%
97
+57
638
$4.01K ﹤0.01%
+75
639
$3.96K ﹤0.01%
1
640
$3.96K ﹤0.01%
625
-831
641
$3.94K ﹤0.01%
56
642
$3.91K ﹤0.01%
+205
643
$3.9K ﹤0.01%
73
644
$3.89K ﹤0.01%
30
645
$3.89K ﹤0.01%
147
646
$3.87K ﹤0.01%
153
647
$3.86K ﹤0.01%
16
648
$3.81K ﹤0.01%
+72
649
$3.81K ﹤0.01%
+27
650
$3.8K ﹤0.01%
1,095
24 25
26
27 28