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
$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
76
$129K 0.09%
2,499
+39
77
$128K 0.09%
875
-14
78
$123K 0.09%
860
79
$119K 0.09%
546
80
$119K 0.09%
465
-11
81
$113K 0.08%
110
82
$111K 0.08%
472
83
$111K 0.08%
638
84
$109K 0.08%
1,860
85
$109K 0.08%
1,762
86
$105K 0.08%
2,657
+256
87
$105K 0.08%
462
88
$104K 0.07%
2,186
+67
89
$103K 0.07%
114
+10
90
$102K 0.07%
5,476
+1,139
91
$101K 0.07%
1,300
-1
92
$100K 0.07%
2,600
93
$99.8K 0.07%
605
-12
94
$98.9K 0.07%
1,291
95
$98.8K 0.07%
990
+194
96
$97.6K 0.07%
4,665
+428
97
$97.2K 0.07%
1,108
98
$93.2K 0.07%
2,189
99
$92.9K 0.07%
3,701
100
$92.2K 0.07%
2,864
+553
2 3
4
5 6