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
801
$1.56K ﹤0.01%
4
802
$1.53K ﹤0.01%
700
803
$1.51K ﹤0.01%
40
+21
804
$1.51K ﹤0.01%
17
805
$1.5K ﹤0.01%
33
806
$1.5K ﹤0.01%
+57
807
$1.48K ﹤0.01%
456
808
$1.48K ﹤0.01%
39
-393
809
$1.47K ﹤0.01%
6
810
$1.46K ﹤0.01%
+7
811
$1.44K ﹤0.01%
30
812
$1.41K ﹤0.01%
8
813
$1.4K ﹤0.01%
1,336
814
$1.38K ﹤0.01%
+22
815
$1.38K ﹤0.01%
60
-741
816
$1.37K ﹤0.01%
50
817
$1.37K ﹤0.01%
7
818
$1.36K ﹤0.01%
72
-206
819
$1.33K ﹤0.01%
394
820
$1.31K ﹤0.01%
15
821
$1.3K ﹤0.01%
369
822
$1.25K ﹤0.01%
7
823
$1.23K ﹤0.01%
+326
824
$1.21K ﹤0.01%
68
825
$1.19K ﹤0.01%
4
31 32
33
34 35