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
151
$57.1K 0.04%
2,159
152
$57.1K 0.04%
2,615
+1,021
153
$56K 0.04%
1,655
-945
154
$55.2K 0.04%
567
+18
155
$53.4K 0.03%
1,740
156
$52.7K 0.03%
316
+1
157
$52.2K 0.03%
917
-26
158
$52.2K 0.03%
1,562
159
$51.9K 0.03%
839
160
$51.8K 0.03%
648
+9
161
$50.9K 0.03%
331
-79
162
$48.8K 0.03%
947
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163
$48.6K 0.03%
1,467
+1,055
164
$48.6K 0.03%
1,332
-101
165
$47.5K 0.03%
1,804
-26
166
$47.4K 0.03%
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167
$46.1K 0.03%
273
168
$46.1K 0.03%
247
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169
$45.7K 0.03%
7,874
170
$45.4K 0.03%
567
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171
$45K 0.03%
89
-63
172
$44.3K 0.03%
367
+79
173
$44.2K 0.03%
1,345
-411
174
$43.5K 0.03%
527
175
$42.9K 0.03%
1,202
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7
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