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
751
$1.91K ﹤0.01%
+158
752
$1.89K ﹤0.01%
+68
753
$1.87K ﹤0.01%
+13
754
$1.86K ﹤0.01%
+1,679
755
$1.85K ﹤0.01%
+4
756
$1.85K ﹤0.01%
+22
757
$1.82K ﹤0.01%
+66
758
$1.77K ﹤0.01%
+103
759
$1.76K ﹤0.01%
+65
760
$1.76K ﹤0.01%
+25
761
$1.76K ﹤0.01%
+49
762
$1.74K ﹤0.01%
+3
763
$1.71K ﹤0.01%
+9
764
$1.71K ﹤0.01%
+95
765
$1.68K ﹤0.01%
+25
766
$1.67K ﹤0.01%
+19
767
$1.66K ﹤0.01%
+6
768
$1.64K ﹤0.01%
+4
769
$1.63K ﹤0.01%
+27
770
$1.6K ﹤0.01%
+12
771
$1.58K ﹤0.01%
+1,055
772
$1.58K ﹤0.01%
+7
773
$1.56K ﹤0.01%
+6
774
$1.55K ﹤0.01%
+13
775
$1.55K ﹤0.01%
+83
29 30
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32 33