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
651
$3.78K ﹤0.01%
27
652
$3.76K ﹤0.01%
120
+100
653
$3.74K ﹤0.01%
76
654
$3.7K ﹤0.01%
+737
655
$3.68K ﹤0.01%
45
656
$3.68K ﹤0.01%
55
657
$3.66K ﹤0.01%
18
658
$3.65K ﹤0.01%
11
+6
659
$3.63K ﹤0.01%
96
660
$3.55K ﹤0.01%
37
661
$3.53K ﹤0.01%
+77
662
$3.5K ﹤0.01%
+52
663
$3.49K ﹤0.01%
314
-405
664
$3.43K ﹤0.01%
40
665
$3.42K ﹤0.01%
56
-9
666
$3.4K ﹤0.01%
17
667
$3.4K ﹤0.01%
20
668
$3.38K ﹤0.01%
176
669
$3.34K ﹤0.01%
16
670
$3.31K ﹤0.01%
20
671
$3.3K ﹤0.01%
50
672
$3.26K ﹤0.01%
9
-21
673
$3.24K ﹤0.01%
46
674
$3.22K ﹤0.01%
24
675
$3.2K ﹤0.01%
345
+139
25 26
27
28 29