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
$152M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
942
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$719K
3
+$547K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$341K
5
DASH icon
DoorDash
DASH
+$300K

Top Sells

1
+$185K
2
+$139K
3
+$100K
4
EA icon
Electronic Arts
EA
+$99.4K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$51.5K

Sector Composition

1 Technology 6.91%
2 Materials 3.67%
3 Consumer Discretionary 3.59%
4 Communication Services 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.76K ﹤0.01%
+232
727
$2.71K ﹤0.01%
19
728
$2.67K ﹤0.01%
+64
729
$2.67K ﹤0.01%
20
730
$2.67K ﹤0.01%
319
731
$2.66K ﹤0.01%
38
732
$2.64K ﹤0.01%
+652
733
$2.64K ﹤0.01%
+58
734
$2.58K ﹤0.01%
1,456
735
$2.58K ﹤0.01%
95
736
$2.57K ﹤0.01%
699
737
$2.55K ﹤0.01%
54
738
$2.55K ﹤0.01%
8
739
$2.51K ﹤0.01%
252
740
$2.48K ﹤0.01%
+1,037
741
$2.47K ﹤0.01%
+1,435
742
$2.42K ﹤0.01%
421
743
$2.41K ﹤0.01%
65
744
$2.4K ﹤0.01%
4
745
$2.38K ﹤0.01%
12
746
$2.36K ﹤0.01%
228
-357
747
$2.35K ﹤0.01%
202
748
$2.35K ﹤0.01%
+52
749
$2.29K ﹤0.01%
57
750
$2.29K ﹤0.01%
16
+14
28 29
30
31 32