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
$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
751
$2.03K ﹤0.01%
19
-18
752
$2K ﹤0.01%
515
753
$1.98K ﹤0.01%
88
754
$1.95K ﹤0.01%
209
755
$1.94K ﹤0.01%
+66
756
$1.93K ﹤0.01%
86
757
$1.92K ﹤0.01%
65
758
$1.9K ﹤0.01%
+53
759
$1.88K ﹤0.01%
6
760
$1.87K ﹤0.01%
54
-120
761
$1.84K ﹤0.01%
+17
762
$1.81K ﹤0.01%
54
763
$1.81K ﹤0.01%
19
764
$1.8K ﹤0.01%
36
-73
765
$1.79K ﹤0.01%
7
766
$1.78K ﹤0.01%
10
+7
767
$1.78K ﹤0.01%
29
768
$1.77K ﹤0.01%
3
769
$1.76K ﹤0.01%
+29
770
$1.75K ﹤0.01%
19
771
$1.74K ﹤0.01%
6
772
$1.72K ﹤0.01%
700
773
$1.69K ﹤0.01%
+90
774
$1.69K ﹤0.01%
24
775
$1.68K ﹤0.01%
1
29 30
31
32 33