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
851
$705 ﹤0.01%
+2
852
$672 ﹤0.01%
+60
853
$656 ﹤0.01%
+39
854
$584 ﹤0.01%
+115
855
$570 ﹤0.01%
+3,918
856
$556 ﹤0.01%
+1
857
$539 ﹤0.01%
+33
858
$517 ﹤0.01%
+4
859
$492 ﹤0.01%
+18
860
$491 ﹤0.01%
+5
861
$488 ﹤0.01%
+2
862
$487 ﹤0.01%
+4
863
$445 ﹤0.01%
+92
864
$441 ﹤0.01%
+22
865
$422 ﹤0.01%
+13
866
$416 ﹤0.01%
+20
867
$402 ﹤0.01%
+13
868
$351 ﹤0.01%
+20
869
$317 ﹤0.01%
+8
870
$245 ﹤0.01%
+175
871
$210 ﹤0.01%
+8
872
$201 ﹤0.01%
+193
873
$170 ﹤0.01%
+20
874
$169 ﹤0.01%
+7
875
$167 ﹤0.01%
+34
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