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
701
$2.53K ﹤0.01%
+202
702
$2.52K ﹤0.01%
+17
703
$2.5K ﹤0.01%
+45
704
$2.48K ﹤0.01%
+253
705
$2.47K ﹤0.01%
+300
706
$2.46K ﹤0.01%
+164
707
$2.44K ﹤0.01%
+3
708
$2.44K ﹤0.01%
+98
709
$2.43K ﹤0.01%
+2
710
$2.4K ﹤0.01%
+86
711
$2.38K ﹤0.01%
+117
712
$2.37K ﹤0.01%
+46
713
$2.35K ﹤0.01%
+167
714
$2.35K ﹤0.01%
+300
715
$2.35K ﹤0.01%
+20
716
$2.34K ﹤0.01%
+67
717
$2.34K ﹤0.01%
+50
718
$2.34K ﹤0.01%
+4
719
$2.33K ﹤0.01%
+6
720
$2.32K ﹤0.01%
+12
721
$2.31K ﹤0.01%
+24
722
$2.3K ﹤0.01%
+57
723
$2.3K ﹤0.01%
+54
724
$2.29K ﹤0.01%
+4
725
$2.28K ﹤0.01%
+18
27 28
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