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
126
$69.3K 0.05%
348
+21
127
$68.6K 0.05%
1,028
128
$68.4K 0.05%
337
129
$67.3K 0.05%
632
130
$67.3K 0.05%
3,502
131
$67K 0.05%
406
132
$66.6K 0.05%
503
+11
133
$65K 0.05%
3,259
134
$64.8K 0.05%
2,628
+245
135
$64.7K 0.05%
1,500
136
$64.3K 0.05%
625
137
$62.5K 0.04%
262
138
$62.2K 0.04%
1,507
+40
139
$61.2K 0.04%
204
140
$57.9K 0.04%
2,000
141
$57.2K 0.04%
868
-118
142
$56.5K 0.04%
456
143
$55.8K 0.04%
1,603
144
$55.5K 0.04%
18,212
+5,638
145
$53.7K 0.04%
1,107
-191
146
$53.6K 0.04%
1,662
+195
147
$53.5K 0.04%
502
148
$53.4K 0.04%
336
-85
149
$53K 0.04%
673
-123
150
$52.9K 0.04%
150
-2
4 5
6
7 8