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
126
$68.7K 0.04%
517
-61
127
$68.2K 0.04%
19,254
128
$68.1K 0.04%
406
129
$66K 0.04%
778
130
$65.9K 0.04%
300
131
$65.2K 0.04%
1,028
132
$65.2K 0.04%
3,525
+17
133
$64.8K 0.04%
753
-107
134
$64.1K 0.04%
112
135
$63.2K 0.04%
503
136
$63.2K 0.04%
1,467
137
$63K 0.04%
319
138
$61.8K 0.04%
348
+128
139
$61.8K 0.04%
979
+468
140
$61.7K 0.04%
1,280
+173
141
$61.6K 0.04%
4,000
142
$61K 0.04%
997
+53
143
$60.5K 0.04%
1,029
+272
144
$60.2K 0.04%
6,192
-665
145
$60K 0.04%
4,594
+2,256
146
$59.2K 0.04%
466
147
$59.2K 0.04%
1,554
148
$58.2K 0.04%
1,377
149
$57.8K 0.04%
502
150
$57.4K 0.04%
204
4 5
6
7 8