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
826
$889 ﹤0.01%
28
827
$881 ﹤0.01%
+786
828
$867 ﹤0.01%
+25
829
$867 ﹤0.01%
23
830
$848 ﹤0.01%
6
831
$831 ﹤0.01%
28
832
$831 ﹤0.01%
21
833
$824 ﹤0.01%
7
+5
834
$814 ﹤0.01%
39
835
$699 ﹤0.01%
22
836
$679 ﹤0.01%
6
-36
837
$661 ﹤0.01%
9
838
$661 ﹤0.01%
100
839
$656 ﹤0.01%
2
840
$648 ﹤0.01%
4
841
$635 ﹤0.01%
6
842
$633 ﹤0.01%
607
-3,296
843
$627 ﹤0.01%
+91
844
$621 ﹤0.01%
4
845
$588 ﹤0.01%
384
-468
846
$532 ﹤0.01%
+83
847
$520 ﹤0.01%
158
848
$455 ﹤0.01%
+22
849
$425 ﹤0.01%
1
850
$422 ﹤0.01%
+215
32 33
34
35 36