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
76
$118K 0.09%
+2,460
77
$117K 0.09%
+3,000
78
$116K 0.09%
+546
79
$113K 0.09%
+2,401
80
$109K 0.09%
+1,762
81
$108K 0.08%
+2,136
82
$106K 0.08%
+678
83
$106K 0.08%
+4,524
84
$105K 0.08%
+617
85
$101K 0.08%
+1,108
86
$100K 0.08%
+589
87
$96.4K 0.08%
+1,860
88
$96.4K 0.08%
+2,600
89
$94.9K 0.07%
+3,242
90
$94.9K 0.07%
+3,701
91
$94.7K 0.07%
+633
92
$93K 0.07%
+1,291
93
$92.8K 0.07%
+2,208
94
$89K 0.07%
+462
95
$88.3K 0.07%
+854
96
$88K 0.07%
+2,189
97
$87.4K 0.07%
+794
98
$86.4K 0.07%
+332
99
$86.1K 0.07%
+824
100
$83.7K 0.07%
+781
2 3
4
5 6