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
151
$42.6K 0.03%
+1,228
152
$42.5K 0.03%
+571
153
$42.5K 0.03%
+288
154
$41.6K 0.03%
+292
155
$41.4K 0.03%
+1,345
156
$41.3K 0.03%
+304
157
$41.3K 0.03%
+613
158
$38.5K 0.03%
+1,740
159
$38.2K 0.03%
+280
160
$38.1K 0.03%
+246
161
$37.9K 0.03%
+2,159
162
$37.7K 0.03%
+497
163
$37.5K 0.03%
+559
164
$36.8K 0.03%
+454
165
$36.3K 0.03%
+1,173
166
$36.2K 0.03%
+312
167
$36K 0.03%
+870
168
$35.7K 0.03%
+87
169
$35.5K 0.03%
+198
170
$35.3K 0.03%
+1,536
171
$35.1K 0.03%
+932
172
$34.8K 0.03%
+3,396
173
$34.6K 0.03%
+1,144
174
$34.5K 0.03%
+694
175
$34.3K 0.03%
+199
5 6
7
8 9