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
826
$659 ﹤0.01%
2
827
$653 ﹤0.01%
+6
828
$644 ﹤0.01%
158
829
$605 ﹤0.01%
39
830
$578 ﹤0.01%
19
-62
831
$529 ﹤0.01%
4
832
$496 ﹤0.01%
200
833
$494 ﹤0.01%
20
834
$488 ﹤0.01%
1
835
$428 ﹤0.01%
+107
836
$409 ﹤0.01%
+1
837
$400 ﹤0.01%
5
838
$372 ﹤0.01%
20
839
$343 ﹤0.01%
+9
840
$328 ﹤0.01%
+2
841
$318 ﹤0.01%
90
842
$273 ﹤0.01%
92
843
$255 ﹤0.01%
+50
844
$242 ﹤0.01%
+10
845
$206 ﹤0.01%
5
-9
846
$190 ﹤0.01%
3
847
$167 ﹤0.01%
+2
848
$164 ﹤0.01%
22
849
$163 ﹤0.01%
6
850
$149 ﹤0.01%
12
32 33
34
35 36