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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
877
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$8.78M
3
+$8.58M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.85M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$6.89M

Top Sells

No sells this quarter

Sector Composition

1 Materials 7.15%
2 Technology 5.75%
3 Consumer Discretionary 3.77%
4 Communication Services 2.79%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$62.6K 0.05%
+427
127
$62K 0.05%
+4,455
128
$61K 0.05%
+262
129
$60.6K 0.05%
+104
130
$59K 0.05%
+395
131
$57.5K 0.04%
+2,687
132
$57.1K 0.04%
+632
133
$55.7K 0.04%
+645
134
$54.3K 0.04%
+502
135
$53K 0.04%
+445
136
$51.9K 0.04%
+148
137
$51.3K 0.04%
+178
138
$50.5K 0.04%
+463
139
$50.1K 0.04%
+1,562
140
$49.8K 0.04%
+10,163
141
$47.9K 0.04%
+5,262
142
$47K 0.04%
+1,726
143
$46.9K 0.04%
+420
144
$46.8K 0.04%
+839
145
$46.1K 0.04%
+1,597
146
$46K 0.04%
+1,332
147
$44.2K 0.03%
+5,075
148
$43.6K 0.03%
+589
149
$43.5K 0.03%
+2,369
150
$43.4K 0.03%
+319
4 5
6
7 8