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
126
$74.4K 0.05%
337
127
$74.4K 0.05%
1,756
+153
128
$74.3K 0.05%
6,857
+1,595
129
$73.8K 0.05%
4,645
130
$73.3K 0.05%
1,500
131
$73.1K 0.05%
1,028
132
$72.5K 0.05%
262
133
$72.1K 0.05%
3,508
+6
134
$70.3K 0.05%
406
135
$69.7K 0.05%
410
+62
136
$66.8K 0.04%
1,377
137
$66.3K 0.04%
300
138
$65K 0.04%
2,049
+387
139
$64.6K 0.04%
3,259
140
$63.8K 0.04%
1,107
141
$63.6K 0.04%
1,467
-40
142
$63.1K 0.04%
549
-83
143
$62.4K 0.04%
19,254
+1,042
144
$60.8K 0.04%
2,289
-339
145
$59.4K 0.04%
315
-21
146
$58.7K 0.04%
502
147
$58.2K 0.04%
943
+73
148
$57.5K 0.04%
639
-34
149
$56.9K 0.04%
1,562
150
$55.8K 0.04%
204
4 5
6
7 8