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
726
$2.25K ﹤0.01%
+59
727
$2.25K ﹤0.01%
69
728
$2.24K ﹤0.01%
38
729
$2.23K ﹤0.01%
+70
730
$2.21K ﹤0.01%
29
731
$2.2K ﹤0.01%
158
732
$2.19K ﹤0.01%
+135
733
$2.19K ﹤0.01%
+365
734
$2.19K ﹤0.01%
+70
735
$2.16K ﹤0.01%
143
736
$2.12K ﹤0.01%
4
737
$2.11K ﹤0.01%
1
738
$2.09K ﹤0.01%
3
739
$2.08K ﹤0.01%
12
740
$2.08K ﹤0.01%
60
741
$2.07K ﹤0.01%
24
742
$2.06K ﹤0.01%
+128
743
$2.03K ﹤0.01%
8
-16
744
$2.02K ﹤0.01%
+272
745
$2K ﹤0.01%
29
746
$2K ﹤0.01%
24
747
$1.99K ﹤0.01%
6
748
$1.99K ﹤0.01%
+130
749
$1.98K ﹤0.01%
9
750
$1.94K ﹤0.01%
+330
28 29
30
31 32