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
151
$52.8K 0.04%
5,262
152
$52.4K 0.04%
1,562
153
$51.9K 0.04%
300
154
$50.9K 0.04%
1,332
155
$50.6K 0.04%
112
156
$49.3K 0.04%
870
157
$49.1K 0.04%
715
-14
158
$49K 0.04%
531
159
$48.4K 0.03%
319
160
$47.8K 0.03%
1,377
+246
161
$46.7K 0.03%
288
162
$46.3K 0.03%
1,740
163
$46.2K 0.03%
2,159
164
$45.8K 0.03%
1,202
165
$45.2K 0.03%
905
166
$44.9K 0.03%
199
167
$44.6K 0.03%
319
+19
168
$44.1K 0.03%
304
169
$43.6K 0.03%
2,614
+114
170
$43.2K 0.03%
292
171
$43K 0.03%
597
-60
172
$42.9K 0.03%
1,339
173
$42.8K 0.03%
839
174
$42.6K 0.03%
266
175
$42.2K 0.03%
246
-11
5 6
7
8 9