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
676
$3.29K ﹤0.01%
+350
677
$3.29K ﹤0.01%
96
-64
678
$3.21K ﹤0.01%
433
679
$3.21K ﹤0.01%
63
680
$3.19K ﹤0.01%
24
681
$3.19K ﹤0.01%
+20
682
$3.18K ﹤0.01%
24
683
$3.15K ﹤0.01%
+377
684
$3.13K ﹤0.01%
35
685
$3.12K ﹤0.01%
53
686
$3.11K ﹤0.01%
30
-20
687
$3.06K ﹤0.01%
99
688
$3.04K ﹤0.01%
44
689
$3.03K ﹤0.01%
+94
690
$3K ﹤0.01%
46
691
$2.98K ﹤0.01%
+180
692
$2.95K ﹤0.01%
17
693
$2.94K ﹤0.01%
156
694
$2.93K ﹤0.01%
152
-146
695
$2.92K ﹤0.01%
+148
696
$2.92K ﹤0.01%
46
697
$2.91K ﹤0.01%
29
698
$2.9K ﹤0.01%
18
699
$2.84K ﹤0.01%
57
700
$2.82K ﹤0.01%
699
-316
26 27
28
29 30