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
651
$3.79K ﹤0.01%
260
652
$3.76K ﹤0.01%
300
653
$3.74K ﹤0.01%
8
654
$3.71K ﹤0.01%
+64
655
$3.69K ﹤0.01%
80
656
$3.67K ﹤0.01%
+184
657
$3.62K ﹤0.01%
870
658
$3.56K ﹤0.01%
659
659
$3.56K ﹤0.01%
15
660
$3.53K ﹤0.01%
+405
661
$3.53K ﹤0.01%
32
662
$3.46K ﹤0.01%
561
663
$3.43K ﹤0.01%
31
+7
664
$3.42K ﹤0.01%
156
665
$3.42K ﹤0.01%
491
666
$3.4K ﹤0.01%
+480
667
$3.39K ﹤0.01%
24
668
$3.38K ﹤0.01%
125
669
$3.37K ﹤0.01%
40
670
$3.37K ﹤0.01%
158
671
$3.34K ﹤0.01%
+1,503
672
$3.33K ﹤0.01%
45
673
$3.31K ﹤0.01%
1,336
674
$3.31K ﹤0.01%
177
675
$3.31K ﹤0.01%
+176
25 26
27
28 29