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
51
$261K 0.19%
1,433
+127
52
$246K 0.18%
2,808
53
$242K 0.17%
812
54
$237K 0.17%
688
55
$221K 0.16%
4,468
-818
56
$215K 0.15%
8,464
57
$208K 0.15%
2,066
+27
58
$208K 0.15%
787
59
$196K 0.14%
969
60
$193K 0.14%
1,237
61
$182K 0.13%
2,682
+42
62
$180K 0.13%
5,799
-3
63
$174K 0.12%
3,028
-28
64
$169K 0.12%
659
-26
65
$168K 0.12%
1,463
+160
66
$168K 0.12%
462
67
$163K 0.12%
207
68
$151K 0.11%
863
69
$149K 0.11%
270
70
$149K 0.11%
818
71
$148K 0.11%
638
72
$144K 0.1%
10,808
73
$142K 0.1%
2,420
74
$137K 0.1%
1,744
75
$132K 0.09%
3,000
1 2
3
4 5