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
626
$4.66K ﹤0.01%
20
627
$4.65K ﹤0.01%
+54
628
$4.62K ﹤0.01%
843
629
$4.58K ﹤0.01%
200
630
$4.58K ﹤0.01%
143
631
$4.55K ﹤0.01%
529
632
$4.54K ﹤0.01%
89
+67
633
$4.51K ﹤0.01%
255
634
$4.5K ﹤0.01%
200
635
$4.48K ﹤0.01%
157
-79
636
$4.47K ﹤0.01%
168
637
$4.46K ﹤0.01%
218
638
$4.46K ﹤0.01%
30
639
$4.42K ﹤0.01%
184
640
$4.38K ﹤0.01%
1,537
641
$4.38K ﹤0.01%
+90
642
$4.34K ﹤0.01%
531
643
$4.3K ﹤0.01%
35
644
$4.26K ﹤0.01%
22
645
$4.25K ﹤0.01%
205
646
$4.25K ﹤0.01%
561
647
$4.21K ﹤0.01%
659
648
$4.2K ﹤0.01%
153
649
$4.2K ﹤0.01%
97
650
$4.19K ﹤0.01%
224
+72