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
701
$3.14K ﹤0.01%
179
702
$3.12K ﹤0.01%
350
703
$3.1K ﹤0.01%
37
704
$3.09K ﹤0.01%
+1,226
705
$3.08K ﹤0.01%
158
706
$3.07K ﹤0.01%
1,503
707
$3.06K ﹤0.01%
30
708
$3.06K ﹤0.01%
38
709
$3.03K ﹤0.01%
45
710
$3K ﹤0.01%
2
711
$2.99K ﹤0.01%
180
712
$2.98K ﹤0.01%
1,083
-1,288
713
$2.96K ﹤0.01%
995
-100
714
$2.94K ﹤0.01%
44
715
$2.92K ﹤0.01%
40
716
$2.91K ﹤0.01%
+708
717
$2.91K ﹤0.01%
26
718
$2.88K ﹤0.01%
46
719
$2.87K ﹤0.01%
18
720
$2.87K ﹤0.01%
31
721
$2.85K ﹤0.01%
3
722
$2.82K ﹤0.01%
+57
723
$2.8K ﹤0.01%
+438
724
$2.77K ﹤0.01%
17
725
$2.76K ﹤0.01%
371
27 28
29
30 31