W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
176
$33.9K 0.03%
+630
177
$33.7K 0.03%
+493
178
$33.5K 0.03%
+996
179
$33.5K 0.03%
+213
180
$33.3K 0.03%
+441
181
$33.2K 0.03%
+217
182
$32.8K 0.03%
+403
183
$32.7K 0.03%
+71
184
$32.7K 0.03%
+204
185
$32.5K 0.03%
+487
186
$32.4K 0.03%
+284
187
$32.2K 0.03%
+799
188
$32.1K 0.03%
+2,884
189
$31.8K 0.02%
+300
190
$31.5K 0.02%
+1,772
191
$30.7K 0.02%
+505
192
$30.6K 0.02%
+1,914
193
$30.5K 0.02%
+543
194
$30.4K 0.02%
+2,547
195
$30.1K 0.02%
+1,569
196
$30K 0.02%
+67
197
$29.9K 0.02%
+158
198
$29.9K 0.02%
+2,359
199
$29.9K 0.02%
+487
200
$29.7K 0.02%
+119
6 7
8
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