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
751
$1.94K ﹤0.01%
7
752
$1.92K ﹤0.01%
25
753
$1.92K ﹤0.01%
95
754
$1.91K ﹤0.01%
36
755
$1.9K ﹤0.01%
53
756
$1.9K ﹤0.01%
6
757
$1.89K ﹤0.01%
65
758
$1.86K ﹤0.01%
142
759
$1.86K ﹤0.01%
+1,365
760
$1.85K ﹤0.01%
30
761
$1.84K ﹤0.01%
421
762
$1.84K ﹤0.01%
+172
763
$1.83K ﹤0.01%
17
764
$1.82K ﹤0.01%
13
765
$1.8K ﹤0.01%
+27
766
$1.78K ﹤0.01%
879
-3,926
767
$1.78K ﹤0.01%
+3
768
$1.75K ﹤0.01%
21
769
$1.74K ﹤0.01%
7
770
$1.72K ﹤0.01%
170
771
$1.71K ﹤0.01%
654
772
$1.7K ﹤0.01%
+13
773
$1.7K ﹤0.01%
874
-352
774
$1.69K ﹤0.01%
19
775
$1.69K ﹤0.01%
29
29 30
31
32 33