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
51
$277K 0.18%
4,590
52
$273K 0.17%
701
53
$270K 0.17%
1,428
-35
54
$268K 0.17%
2,808
55
$261K 0.17%
1,473
56
$242K 0.15%
2,682
57
$235K 0.15%
730
-82
58
$233K 0.15%
974
+5
59
$233K 0.15%
8,537
+8
60
$227K 0.15%
787
61
$216K 0.14%
4,518
-273
62
$215K 0.14%
203
-4
63
$207K 0.13%
513
-39
64
$189K 0.12%
638
65
$186K 0.12%
462
66
$177K 0.11%
763
+97
67
$176K 0.11%
891
+56
68
$173K 0.11%
1,954
-1,412
69
$163K 0.1%
820
70
$160K 0.1%
863
71
$157K 0.1%
1,463
72
$151K 0.1%
2,420
73
$149K 0.09%
3,000
74
$140K 0.09%
270
75
$132K 0.08%
1,744
1 2
3
4 5