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
101
$91.3K 0.06%
1,000
-200
102
$89.8K 0.06%
3,385
-676
103
$88.3K 0.06%
2,958
104
$87.4K 0.06%
458
105
$86.9K 0.06%
5,505
+860
106
$86.9K 0.06%
768
107
$85.1K 0.05%
5,483
108
$84.6K 0.05%
122
+8
109
$80.9K 0.05%
1,332
-430
110
$80.7K 0.05%
425
111
$80.7K 0.05%
1,500
112
$79K 0.05%
1,106
113
$76.9K 0.05%
1,840
-349
114
$76.8K 0.05%
472
115
$76.7K 0.05%
262
116
$75.6K 0.05%
633
117
$75.3K 0.05%
2,829
-179
118
$74.8K 0.05%
968
119
$74.5K 0.05%
337
120
$74.4K 0.05%
1,336
-627
121
$73K 0.05%
3,259
122
$71.7K 0.05%
2,100
123
$71.3K 0.05%
2,289
124
$69.8K 0.04%
2,756
-5,708
125
$68.9K 0.04%
2,000
3 4
5
6 7