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
776
$1.66K ﹤0.01%
95
777
$1.65K ﹤0.01%
+142
778
$1.64K ﹤0.01%
103
779
$1.62K ﹤0.01%
+125
780
$1.57K ﹤0.01%
15
781
$1.56K ﹤0.01%
7
782
$1.55K ﹤0.01%
66
-174
783
$1.54K ﹤0.01%
13
784
$1.52K ﹤0.01%
6
785
$1.51K ﹤0.01%
8
786
$1.51K ﹤0.01%
50
787
$1.5K ﹤0.01%
25
788
$1.49K ﹤0.01%
68
789
$1.48K ﹤0.01%
5
790
$1.48K ﹤0.01%
188
-356
791
$1.42K ﹤0.01%
+394
792
$1.36K ﹤0.01%
60
793
$1.36K ﹤0.01%
3
794
$1.36K ﹤0.01%
18
795
$1.34K ﹤0.01%
6
796
$1.33K ﹤0.01%
4
797
$1.32K ﹤0.01%
140
798
$1.32K ﹤0.01%
7
799
$1.3K ﹤0.01%
+471
800
$1.3K ﹤0.01%
17
-25
30 31
32
33 34