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
151
$55.4K 0.04%
112
152
$54.1K 0.04%
944
+39
153
$53.9K 0.04%
757
-111
154
$52K 0.03%
2,614
155
$51.5K 0.03%
49
-25
156
$51.5K 0.03%
466
157
$51.4K 0.03%
1,740
158
$50.3K 0.03%
839
159
$50K 0.03%
319
160
$50K 0.03%
1,398
+59
161
$49.6K 0.03%
199
162
$48.5K 0.03%
2,000
163
$48.4K 0.03%
1,433
+101
164
$48K 0.03%
2,159
165
$47.6K 0.03%
273
+7
166
$47.3K 0.03%
288
167
$46.5K 0.03%
1,830
168
$46.1K 0.03%
531
169
$45.5K 0.03%
415
170
$45.5K 0.03%
292
171
$44.9K 0.03%
71
172
$44.6K 0.03%
1,341
+42
173
$44.6K 0.03%
452
-173
174
$44.4K 0.03%
1,827
175
$44.4K 0.03%
1,202
5 6
7
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