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
776
$1.69K ﹤0.01%
40
-57
777
$1.69K ﹤0.01%
19
-33
778
$1.68K ﹤0.01%
5
779
$1.68K ﹤0.01%
+107
780
$1.67K ﹤0.01%
284
-154
781
$1.66K ﹤0.01%
+41
782
$1.65K ﹤0.01%
90
-231
783
$1.64K ﹤0.01%
30
784
$1.63K ﹤0.01%
103
785
$1.63K ﹤0.01%
54
786
$1.58K ﹤0.01%
6
787
$1.58K ﹤0.01%
24
788
$1.58K ﹤0.01%
134
-310
789
$1.57K ﹤0.01%
+86
790
$1.56K ﹤0.01%
+941
791
$1.55K ﹤0.01%
+92
792
$1.55K ﹤0.01%
6
793
$1.54K ﹤0.01%
36
794
$1.5K ﹤0.01%
700
795
$1.45K ﹤0.01%
4
796
$1.45K ﹤0.01%
21
-120
797
$1.45K ﹤0.01%
66
798
$1.44K ﹤0.01%
17
799
$1.42K ﹤0.01%
+573
800
$1.39K ﹤0.01%
+482
30 31
32
33 34