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
$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
801
$1.28K ﹤0.01%
33
-105
802
$1.27K ﹤0.01%
91
-881
803
$1.25K ﹤0.01%
8
804
$1.24K ﹤0.01%
98
805
$1.21K ﹤0.01%
7
806
$1.17K ﹤0.01%
+369
807
$1.1K ﹤0.01%
100
808
$1.03K ﹤0.01%
4
809
$1.01K ﹤0.01%
13
810
$1.01K ﹤0.01%
30
811
$1K ﹤0.01%
22
812
$1K ﹤0.01%
4
813
$892 ﹤0.01%
2
-5
814
$890 ﹤0.01%
36
815
$885 ﹤0.01%
+63
816
$871 ﹤0.01%
28
817
$864 ﹤0.01%
+25
818
$852 ﹤0.01%
21
819
$832 ﹤0.01%
13
820
$825 ﹤0.01%
21
821
$778 ﹤0.01%
5
822
$735 ﹤0.01%
9
823
$718 ﹤0.01%
28
-17
824
$695 ﹤0.01%
215
-1,148
825
$674 ﹤0.01%
6
31 32
33
34 35