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
676
$3.13K ﹤0.01%
179
677
$3.13K ﹤0.01%
29
678
$3.08K ﹤0.01%
+272
679
$3.08K ﹤0.01%
3
680
$3.05K ﹤0.01%
143
681
$3.03K ﹤0.01%
224
682
$3.02K ﹤0.01%
+1,705
683
$3K ﹤0.01%
+1,785
684
$2.98K ﹤0.01%
187
-90
685
$2.97K ﹤0.01%
300
686
$2.96K ﹤0.01%
+71
687
$2.96K ﹤0.01%
44
688
$2.93K ﹤0.01%
184
689
$2.9K ﹤0.01%
31
690
$2.87K ﹤0.01%
50
691
$2.86K ﹤0.01%
300
692
$2.85K ﹤0.01%
1,046
-1,400
693
$2.84K ﹤0.01%
79
+40
694
$2.83K ﹤0.01%
38
695
$2.82K ﹤0.01%
4
696
$2.77K ﹤0.01%
30
697
$2.77K ﹤0.01%
+57
698
$2.77K ﹤0.01%
40
699
$2.73K ﹤0.01%
24
700
$2.73K ﹤0.01%
2,597
+1,162
26 27
28
29 30