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
676
$3.02K ﹤0.01%
+42
677
$3.01K ﹤0.01%
+31
678
$3K ﹤0.01%
+38
679
$2.96K ﹤0.01%
+81
680
$2.92K ﹤0.01%
+104
681
$2.91K ﹤0.01%
+93
682
$2.9K ﹤0.01%
+8
683
$2.9K ﹤0.01%
+99
684
$2.86K ﹤0.01%
+185
685
$2.85K ﹤0.01%
+236
686
$2.83K ﹤0.01%
+62
687
$2.82K ﹤0.01%
+45
688
$2.74K ﹤0.01%
+44
689
$2.74K ﹤0.01%
+252
690
$2.74K ﹤0.01%
+54
691
$2.67K ﹤0.01%
+38
692
$2.66K ﹤0.01%
+319
693
$2.65K ﹤0.01%
+527
694
$2.64K ﹤0.01%
+20
695
$2.63K ﹤0.01%
+52
696
$2.62K ﹤0.01%
+51
697
$2.59K ﹤0.01%
+156
698
$2.58K ﹤0.01%
+54
699
$2.54K ﹤0.01%
+54
700
$2.54K ﹤0.01%
+71
26 27
28
29 30