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
751
$2.28K ﹤0.01%
+90
752
$2.24K ﹤0.01%
+36
753
$2.24K ﹤0.01%
+667
754
$2.24K ﹤0.01%
29
755
$2.24K ﹤0.01%
24
756
$2.19K ﹤0.01%
19
757
$2.18K ﹤0.01%
55
758
$2.18K ﹤0.01%
24
759
$2.14K ﹤0.01%
17
760
$2.14K ﹤0.01%
515
761
$2.13K ﹤0.01%
+654
762
$2.13K ﹤0.01%
9
763
$2.11K ﹤0.01%
69
-56
764
$2.1K ﹤0.01%
65
765
$2.08K ﹤0.01%
143
766
$2.08K ﹤0.01%
54
767
$2.06K ﹤0.01%
24
768
$2.05K ﹤0.01%
53
769
$2.02K ﹤0.01%
7
770
$2.02K ﹤0.01%
471
771
$1.99K ﹤0.01%
229
-401
772
$1.99K ﹤0.01%
6
773
$1.99K ﹤0.01%
+50
774
$1.98K ﹤0.01%
4
775
$1.96K ﹤0.01%
86
29 30
31
32 33