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
101
$102K 0.07%
860
102
$101K 0.07%
114
103
$100K 0.07%
2,189
104
$99K 0.06%
578
105
$96.7K 0.06%
3,701
106
$96.6K 0.06%
824
107
$96.5K 0.06%
136
108
$95.4K 0.06%
472
109
$95K 0.06%
114
+4
110
$90.3K 0.06%
458
111
$90.2K 0.06%
328
112
$88.9K 0.06%
152
113
$88.3K 0.06%
2,958
114
$87.8K 0.06%
3,008
115
$87.6K 0.06%
768
116
$84.3K 0.06%
5,483
117
$83.8K 0.05%
633
118
$82.7K 0.05%
503
119
$82.6K 0.05%
778
+181
120
$80K 0.05%
832
121
$78.9K 0.05%
2,100
+49
122
$77.6K 0.05%
1,554
123
$77.5K 0.05%
1,106
124
$77.3K 0.05%
425
125
$76.2K 0.05%
968
3 4
5
6 7