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
701
$2.73K ﹤0.01%
16
-25
702
$2.71K ﹤0.01%
+526
703
$2.7K ﹤0.01%
8
704
$2.65K ﹤0.01%
26
705
$2.64K ﹤0.01%
+232
706
$2.62K ﹤0.01%
371
707
$2.59K ﹤0.01%
8
708
$2.58K ﹤0.01%
54
709
$2.57K ﹤0.01%
52
710
$2.57K ﹤0.01%
164
-107
711
$2.56K ﹤0.01%
19
712
$2.55K ﹤0.01%
102
+7
713
$2.5K ﹤0.01%
60
+27
714
$2.48K ﹤0.01%
250
+21
715
$2.47K ﹤0.01%
221
-423
716
$2.45K ﹤0.01%
2
717
$2.41K ﹤0.01%
65
718
$2.38K ﹤0.01%
319
719
$2.37K ﹤0.01%
17
720
$2.34K ﹤0.01%
75
721
$2.29K ﹤0.01%
202
722
$2.28K ﹤0.01%
4
723
$2.27K ﹤0.01%
21
-78
724
$2.27K ﹤0.01%
132
-98
725
$2.26K ﹤0.01%
737
+85
27 28
29
30 31