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
676
$3.56K ﹤0.01%
+55
677
$3.54K ﹤0.01%
+140
678
$3.53K ﹤0.01%
+170
679
$3.52K ﹤0.01%
433
680
$3.51K ﹤0.01%
57
681
$3.5K ﹤0.01%
32
682
$3.49K ﹤0.01%
887
683
$3.49K ﹤0.01%
50
-22
684
$3.45K ﹤0.01%
+288
685
$3.42K ﹤0.01%
52
686
$3.39K ﹤0.01%
144
687
$3.38K ﹤0.01%
+81
688
$3.37K ﹤0.01%
12
689
$3.35K ﹤0.01%
24
690
$3.34K ﹤0.01%
29
691
$3.34K ﹤0.01%
+61
692
$3.33K ﹤0.01%
76
693
$3.26K ﹤0.01%
176
694
$3.24K ﹤0.01%
4
695
$3.21K ﹤0.01%
+153
696
$3.18K ﹤0.01%
+34
697
$3.17K ﹤0.01%
300
698
$3.17K ﹤0.01%
300
699
$3.15K ﹤0.01%
24
700
$3.15K ﹤0.01%
405
26 27
28
29 30