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
651
$3.43K ﹤0.01%
+7
652
$3.43K ﹤0.01%
+29
653
$3.42K ﹤0.01%
+25
654
$3.38K ﹤0.01%
+80
655
$3.38K ﹤0.01%
+124
656
$3.35K ﹤0.01%
+156
657
$3.34K ﹤0.01%
+45
658
$3.32K ﹤0.01%
+73
659
$3.28K ﹤0.01%
+45
660
$3.19K ﹤0.01%
+179
661
$3.18K ﹤0.01%
+9
662
$3.14K ﹤0.01%
+168
663
$3.14K ﹤0.01%
+24
664
$3.13K ﹤0.01%
+40
665
$3.12K ﹤0.01%
+57
666
$3.1K ﹤0.01%
+356
667
$3.09K ﹤0.01%
+73
668
$3.09K ﹤0.01%
+139
669
$3.07K ﹤0.01%
+46
670
$3.06K ﹤0.01%
+12
671
$3.04K ﹤0.01%
+31
672
$3.04K ﹤0.01%
+500
673
$3.04K ﹤0.01%
+56
674
$3.03K ﹤0.01%
+40
675
$3.03K ﹤0.01%
+1,646
25 26
27
28 29