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
$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
176
$41.2K 0.03%
132
-7
177
$41.2K 0.03%
320
178
$40.8K 0.03%
280
179
$40.6K 0.03%
1,830
+261
180
$40K 0.03%
1,827
-707
181
$39.3K 0.03%
184
182
$39K 0.03%
1,299
-306
183
$39K 0.03%
466
184
$38.8K 0.03%
487
185
$37.6K 0.03%
912
186
$37.3K 0.03%
937
187
$37K 0.03%
942
-87
188
$37K 0.03%
1,285
+45
189
$36K 0.03%
218
-23
190
$35.9K 0.03%
71
191
$35.8K 0.03%
67
192
$35.2K 0.03%
4,018
193
$35K 0.03%
189
194
$34.4K 0.02%
1,545
195
$34.2K 0.02%
164
196
$34K 0.02%
815
+13
197
$33.6K 0.02%
488
+3
198
$33.4K 0.02%
541
-2
199
$33.3K 0.02%
415
200
$33.1K 0.02%
410
+222
6 7
8
9 10