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
776
$1.95K ﹤0.01%
+69
777
$1.95K ﹤0.01%
103
778
$1.94K ﹤0.01%
36
779
$1.93K ﹤0.01%
+29
780
$1.92K ﹤0.01%
+262
781
$1.92K ﹤0.01%
30
-66
782
$1.88K ﹤0.01%
95
783
$1.84K ﹤0.01%
1
784
$1.84K ﹤0.01%
142
785
$1.81K ﹤0.01%
6
786
$1.8K ﹤0.01%
25
787
$1.79K ﹤0.01%
6
788
$1.78K ﹤0.01%
21
-18
789
$1.77K ﹤0.01%
+75
790
$1.75K ﹤0.01%
13
791
$1.7K ﹤0.01%
+170
792
$1.69K ﹤0.01%
36
-18
793
$1.65K ﹤0.01%
852
794
$1.63K ﹤0.01%
29
795
$1.62K ﹤0.01%
+206
796
$1.62K ﹤0.01%
+25
797
$1.6K ﹤0.01%
5
798
$1.59K ﹤0.01%
3
799
$1.59K ﹤0.01%
88
800
$1.58K ﹤0.01%
66
30 31
32
33 34