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
801
$1.39K ﹤0.01%
8
802
$1.34K ﹤0.01%
215
803
$1.31K ﹤0.01%
40
804
$1.29K ﹤0.01%
223
805
$1.28K ﹤0.01%
185
-818
806
$1.24K ﹤0.01%
102
+14
807
$1.23K ﹤0.01%
10
-6
808
$1.23K ﹤0.01%
+47
809
$1.22K ﹤0.01%
+25
810
$1.2K ﹤0.01%
+119
811
$1.19K ﹤0.01%
63
812
$1.16K ﹤0.01%
4
813
$1.14K ﹤0.01%
21
814
$1.14K ﹤0.01%
7
815
$1.11K ﹤0.01%
+25
816
$1.08K ﹤0.01%
+25
817
$1.08K ﹤0.01%
369
818
$1.07K ﹤0.01%
68
819
$1.06K ﹤0.01%
+28
820
$997 ﹤0.01%
2
821
$981 ﹤0.01%
8
822
$949 ﹤0.01%
41
-16
823
$921 ﹤0.01%
5
824
$902 ﹤0.01%
+69
825
$894 ﹤0.01%
+10
31 32
33
34 35