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
$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
701
$2.81K ﹤0.01%
164
702
$2.81K ﹤0.01%
+76
703
$2.8K ﹤0.01%
2
704
$2.78K ﹤0.01%
52
705
$2.77K ﹤0.01%
54
+13
706
$2.74K ﹤0.01%
446
707
$2.74K ﹤0.01%
+224
708
$2.72K ﹤0.01%
1,646
709
$2.7K ﹤0.01%
7
710
$2.68K ﹤0.01%
179
711
$2.65K ﹤0.01%
54
712
$2.64K ﹤0.01%
421
-761
713
$2.6K ﹤0.01%
38
714
$2.59K ﹤0.01%
4
715
$2.57K ﹤0.01%
8
716
$2.56K ﹤0.01%
40
717
$2.52K ﹤0.01%
20
718
$2.52K ﹤0.01%
24
719
$2.52K ﹤0.01%
252
720
$2.5K ﹤0.01%
371
-522
721
$2.49K ﹤0.01%
19
-13
722
$2.48K ﹤0.01%
26
723
$2.48K ﹤0.01%
300
724
$2.43K ﹤0.01%
65
725
$2.42K ﹤0.01%
+79
27 28
29
30 31