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
801
$1.21K ﹤0.01%
+20
802
$1.18K ﹤0.01%
+4
803
$1.18K ﹤0.01%
+1,121
804
$1.14K ﹤0.01%
+23
805
$1.14K ﹤0.01%
+10
806
$1.14K ﹤0.01%
+13
807
$1.13K ﹤0.01%
+14
808
$1.13K ﹤0.01%
+44
809
$1.13K ﹤0.01%
+4
810
$1.12K ﹤0.01%
+20
811
$1.11K ﹤0.01%
+21
812
$1.1K ﹤0.01%
+362
813
$1.1K ﹤0.01%
+18
814
$1.1K ﹤0.01%
+4
815
$1.07K ﹤0.01%
+6
816
$1.05K ﹤0.01%
+25
817
$1.04K ﹤0.01%
+8
818
$1.03K ﹤0.01%
+18
819
$1.03K ﹤0.01%
+120
820
$1.01K ﹤0.01%
+4
821
$1.01K ﹤0.01%
+8
822
$997 ﹤0.01%
+27
823
$976 ﹤0.01%
+17
824
$962 ﹤0.01%
+34
825
$942 ﹤0.01%
+23
31 32
33
34 35