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
876
$127 ﹤0.01%
+5
877
$117 ﹤0.01%
4
878
$109 ﹤0.01%
5
879
$94 ﹤0.01%
+2
880
$62 ﹤0.01%
23
881
$44 ﹤0.01%
175
882
– –
-240
883
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884
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-3,167
885
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-3,947
886
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-50
887
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888
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-491
889
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890
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891
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892
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893
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894
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-3
895
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896
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897
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898
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-114
899
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-47
900
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34 35
36
37 38