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
$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
51
$246K 0.19%
+3,990
52
$245K 0.19%
+2,808
53
$241K 0.19%
+695
54
$220K 0.17%
+538
55
$216K 0.17%
+8,464
56
$213K 0.17%
+812
57
$202K 0.16%
+2,011
58
$193K 0.15%
+734
59
$182K 0.14%
+1,306
60
$176K 0.14%
+787
61
$158K 0.12%
+532
62
$149K 0.12%
+9,586
63
$148K 0.12%
+994
64
$147K 0.11%
+818
65
$146K 0.11%
+207
66
$146K 0.11%
+1,462
67
$143K 0.11%
+270
68
$143K 0.11%
+2,721
69
$143K 0.11%
+863
70
$140K 0.11%
+462
71
$134K 0.1%
+2,420
72
$131K 0.1%
+1,744
73
$125K 0.1%
+1,301
74
$124K 0.1%
+499
75
$120K 0.09%
+638
1 2
3
4 5