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
626
$4.21K ﹤0.01%
44
627
$4.2K ﹤0.01%
20
628
$4.19K ﹤0.01%
222
+52
629
$4.15K ﹤0.01%
390
+350
630
$4.12K ﹤0.01%
78
631
$4.11K ﹤0.01%
12
632
$4.08K ﹤0.01%
433
633
$4.06K ﹤0.01%
44
-31
634
$4.06K ﹤0.01%
420
+15
635
$4.04K ﹤0.01%
625
636
$4.03K ﹤0.01%
30
637
$4.01K ﹤0.01%
1,503
638
$4.01K ﹤0.01%
+465
639
$4K ﹤0.01%
362
640
$3.98K ﹤0.01%
255
641
$3.98K ﹤0.01%
397
+169
642
$3.98K ﹤0.01%
61
643
$3.97K ﹤0.01%
32
644
$3.94K ﹤0.01%
52
645
$3.92K ﹤0.01%
81
646
$3.89K ﹤0.01%
8
647
$3.88K ﹤0.01%
168
648
$3.87K ﹤0.01%
80
649
$3.8K ﹤0.01%
15
650
$3.79K ﹤0.01%
46
24 25
26
27 28