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
726
$2.41K ﹤0.01%
29
727
$2.4K ﹤0.01%
45
728
$2.36K ﹤0.01%
3
729
$2.34K ﹤0.01%
38
730
$2.34K ﹤0.01%
4
731
$2.33K ﹤0.01%
+95
732
$2.32K ﹤0.01%
12
733
$2.3K ﹤0.01%
37
734
$2.3K ﹤0.01%
202
735
$2.3K ﹤0.01%
29
-139
736
$2.25K ﹤0.01%
54
737
$2.23K ﹤0.01%
+456
738
$2.22K ﹤0.01%
+852
739
$2.2K ﹤0.01%
9
740
$2.2K ﹤0.01%
78
-95
741
$2.2K ﹤0.01%
143
742
$2.19K ﹤0.01%
146
743
$2.17K ﹤0.01%
4
744
$2.15K ﹤0.01%
57
745
$2.12K ﹤0.01%
+55
746
$2.12K ﹤0.01%
24
747
$2.11K ﹤0.01%
47
748
$2.09K ﹤0.01%
7
-6
749
$2.08K ﹤0.01%
319
750
$2.04K ﹤0.01%
+268
28 29
30
31 32