W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
726
$2.28K ﹤0.01%
+209
727
$2.25K ﹤0.01%
+103
728
$2.24K ﹤0.01%
+1,278
729
$2.22K ﹤0.01%
+24
730
$2.2K ﹤0.01%
+258
731
$2.19K ﹤0.01%
+446
732
$2.16K ﹤0.01%
+10
733
$2.14K ﹤0.01%
+146
734
$2.14K ﹤0.01%
+26
735
$2.11K ﹤0.01%
+143
736
$2.08K ﹤0.01%
+7
737
$2.08K ﹤0.01%
+86
738
$2.07K ﹤0.01%
+29
739
$2.05K ﹤0.01%
+37
740
$2.05K ﹤0.01%
+35
741
$2.03K ﹤0.01%
+195
742
$2.03K ﹤0.01%
+86
743
$2.02K ﹤0.01%
+28
744
$2.01K ﹤0.01%
+281
745
$2.01K ﹤0.01%
+18
746
$1.99K ﹤0.01%
+54
747
$1.98K ﹤0.01%
+595
748
$1.97K ﹤0.01%
+24
749
$1.96K ﹤0.01%
+109
750
$1.96K ﹤0.01%
+18
28 29
30
31 32