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
$156M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$748K
3
+$669K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$646K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$574K

Top Sells

1
+$144K
2
+$125K
3
+$104K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$100K
5
AAPL icon
Apple
AAPL
+$96.9K

Sector Composition

1 Technology 7.48%
2 Materials 4.19%
3 Consumer Discretionary 3.87%
4 Communication Services 2.97%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$132K 0.08%
909
-2
77
$131K 0.08%
546
78
$130K 0.08%
450
79
$128K 0.08%
2,979
-180
80
$127K 0.08%
18,708
+1,459
81
$126K 0.08%
2,125
-61
82
$126K 0.08%
2,493
-977
83
$126K 0.08%
5,727
+251
84
$125K 0.08%
140
+4
85
$123K 0.08%
10,808
86
$122K 0.08%
841
-76
87
$119K 0.08%
1,860
88
$111K 0.07%
5,552
-165
89
$107K 0.07%
462
90
$107K 0.07%
2,657
91
$104K 0.07%
328
92
$103K 0.07%
1,108
93
$103K 0.07%
940
-63
94
$101K 0.06%
1,291
95
$94.2K 0.06%
743
-81
96
$92.6K 0.06%
832
97
$92.6K 0.06%
120
+6
98
$92.2K 0.06%
3,690
-11
99
$92K 0.06%
605
100
$91.4K 0.06%
4,346
-1,132
2 3
4
5 6