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
826
$936 ﹤0.01%
+90
827
$934 ﹤0.01%
+43
828
$918 ﹤0.01%
+6
829
$895 ﹤0.01%
+21
830
$892 ﹤0.01%
+21
831
$889 ﹤0.01%
+6
832
$882 ﹤0.01%
+91
833
$840 ﹤0.01%
+165
834
$828 ﹤0.01%
+7
835
$827 ﹤0.01%
+10
836
$821 ﹤0.01%
+9
837
$805 ﹤0.01%
+5
838
$800 ﹤0.01%
+28
839
$793 ﹤0.01%
+6
840
$787 ﹤0.01%
+7
841
$780 ﹤0.01%
+15
842
$768 ﹤0.01%
+22
843
$765 ﹤0.01%
+127
844
$747 ﹤0.01%
+123
845
$745 ﹤0.01%
+14
846
$743 ﹤0.01%
+158
847
$740 ﹤0.01%
+21
848
$731 ﹤0.01%
+60
849
$714 ﹤0.01%
+3
850
$714 ﹤0.01%
+3
32 33
34
35 36