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
826
$1.17K ﹤0.01%
+223
827
$1.11K ﹤0.01%
+5
828
$1.08K ﹤0.01%
8
829
$1.06K ﹤0.01%
+91
830
$1.04K ﹤0.01%
8
+6
831
$1.03K ﹤0.01%
2
832
$1.01K ﹤0.01%
13
833
$1.01K ﹤0.01%
21
834
$986 ﹤0.01%
21
835
$974 ﹤0.01%
63
836
$972 ﹤0.01%
28
837
$971 ﹤0.01%
28
838
$939 ﹤0.01%
+171
839
$927 ﹤0.01%
9
840
$829 ﹤0.01%
6
-54
841
$807 ﹤0.01%
+23
842
$793 ﹤0.01%
+32
843
$781 ﹤0.01%
215
844
$776 ﹤0.01%
39
845
$769 ﹤0.01%
5
846
$758 ﹤0.01%
6
847
$696 ﹤0.01%
100
848
$693 ﹤0.01%
+5,638
849
$691 ﹤0.01%
+14
850
$671 ﹤0.01%
+4
32 33
34
35 36