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
651
$4.13K ﹤0.01%
40
652
$4.11K ﹤0.01%
+61
653
$4.1K ﹤0.01%
3,903
654
$4.09K ﹤0.01%
330
-343
655
$4.09K ﹤0.01%
152
+105
656
$4.09K ﹤0.01%
79
-282
657
$4.07K ﹤0.01%
16
658
$4.03K ﹤0.01%
218
659
$4.02K ﹤0.01%
+584
660
$4.02K ﹤0.01%
17
661
$4.01K ﹤0.01%
50
662
$4.01K ﹤0.01%
65
+9
663
$3.99K ﹤0.01%
63
664
$3.93K ﹤0.01%
15
665
$3.92K ﹤0.01%
+78
666
$3.92K ﹤0.01%
80
667
$3.91K ﹤0.01%
96
668
$3.79K ﹤0.01%
302
+177
669
$3.76K ﹤0.01%
+57
670
$3.71K ﹤0.01%
625
671
$3.68K ﹤0.01%
+230
672
$3.65K ﹤0.01%
224
673
$3.65K ﹤0.01%
35
674
$3.61K ﹤0.01%
46
675
$3.58K ﹤0.01%
20
25 26
27
28 29