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
$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
776
$1.5K ﹤0.01%
+24
777
$1.46K ﹤0.01%
+17
778
$1.45K ﹤0.01%
+6
779
$1.44K ﹤0.01%
+57
780
$1.43K ﹤0.01%
+5
781
$1.42K ﹤0.01%
+1
782
$1.41K ﹤0.01%
+100
783
$1.41K ﹤0.01%
+56
784
$1.4K ﹤0.01%
+100
785
$1.39K ﹤0.01%
+140
786
$1.38K ﹤0.01%
+7
787
$1.38K ﹤0.01%
+85
788
$1.36K ﹤0.01%
+40
789
$1.35K ﹤0.01%
+138
790
$1.34K ﹤0.01%
+13
791
$1.33K ﹤0.01%
+26
792
$1.33K ﹤0.01%
+8
793
$1.31K ﹤0.01%
+7
794
$1.31K ﹤0.01%
+36
795
$1.31K ﹤0.01%
+45
796
$1.3K ﹤0.01%
+25
797
$1.28K ﹤0.01%
+19
798
$1.25K ﹤0.01%
+49
799
$1.24K ﹤0.01%
+327
800
$1.22K ﹤0.01%
+7
30 31
32
33 34