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
101
$91.8K 0.07%
136
+6
102
$90.9K 0.07%
824
103
$86.5K 0.06%
1,558
+928
104
$86.1K 0.06%
328
105
$85.6K 0.06%
3,061
+300
106
$85.2K 0.06%
2,958
107
$85.1K 0.06%
530
+60
108
$83.4K 0.06%
458
109
$82.6K 0.06%
832
110
$81.5K 0.06%
412
+17
111
$79.9K 0.06%
3,008
112
$79.8K 0.06%
768
-26
113
$79.7K 0.06%
633
114
$78.5K 0.06%
16,460
+4,239
115
$77.8K 0.06%
74
116
$77.4K 0.06%
152
117
$76.1K 0.05%
3,834
-690
118
$75.5K 0.05%
1,554
119
$75K 0.05%
5,483
120
$74.2K 0.05%
968
121
$73.4K 0.05%
1,106
122
$72K 0.05%
2,051
123
$71.7K 0.05%
425
124
$70.8K 0.05%
4,645
+190
125
$70.6K 0.05%
578
3 4
5
6 7