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
851
$669 ﹤0.01%
+93
852
$636 ﹤0.01%
4
853
$601 ﹤0.01%
2
854
$570 ﹤0.01%
+22
855
$506 ﹤0.01%
1
856
$471 ﹤0.01%
1
857
$469 ﹤0.01%
40
-100
858
$466 ﹤0.01%
+296
859
$459 ﹤0.01%
20
860
$435 ﹤0.01%
158
861
$381 ﹤0.01%
+49
862
$297 ﹤0.01%
90
863
$285 ﹤0.01%
+11
864
$283 ﹤0.01%
+20
865
$252 ﹤0.01%
50
866
$249 ﹤0.01%
+2
867
$244 ﹤0.01%
5
868
$233 ﹤0.01%
3
-79
869
$219 ﹤0.01%
10
870
$182 ﹤0.01%
22
871
$172 ﹤0.01%
6
872
$166 ﹤0.01%
6
873
$163 ﹤0.01%
12
874
$152 ﹤0.01%
90
875
$145 ﹤0.01%
6
33 34
35
36 37