W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
851
$144 ﹤0.01%
+5
852
$143 ﹤0.01%
6
853
$142 ﹤0.01%
112
-4
854
$138 ﹤0.01%
6
-49
855
$130 ﹤0.01%
+4
856
$128 ﹤0.01%
+90
857
$80 ﹤0.01%
175
858
$60 ﹤0.01%
23
859
$4 ﹤0.01%
50
860
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-57
861
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-255
862
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-4
863
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-49
864
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-195
865
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-142
866
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-236
867
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-694
868
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869
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-25
870
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871
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-72
872
– –
-909
873
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874
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875
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-20
33 34
35
36 37