W

WealthCollab Portfolio holdings

AUM $244M
1-Year Est. Return 29.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.63%
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
+$969K
2
+$687K
3
+$527K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$333K
5
DASH icon
DoorDash
DASH
+$255K

Top Sells

1
+$183K
2
+$138K
3
+$100K
4
NVDA icon
NVIDIA
NVDA
+$97.3K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.8K

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
176
$43.4K 0.03%
220
-26
177
$43.3K 0.03%
189
178
$43.1K 0.03%
280
179
$42.5K 0.03%
132
180
$42.5K 0.03%
1,594
+309
181
$42K 0.03%
218
182
$41.9K 0.03%
292
183
$41.7K 0.03%
942
184
$41.6K 0.03%
304
185
$41.5K 0.03%
164
186
$41K 0.03%
4,869
+851
187
$40.6K 0.03%
106
-44
188
$40.5K 0.03%
67
189
$40.5K 0.03%
319
190
$40K 0.03%
+1,706
191
$39.8K 0.03%
1,335
192
$39.5K 0.03%
320
193
$39.4K 0.03%
288
194
$39.1K 0.03%
206
195
$38.6K 0.03%
376
196
$38.3K 0.03%
1,506
+820
197
$38.2K 0.03%
184
198
$37.2K 0.02%
937
199
$36.5K 0.02%
527
+177
200
$36.4K 0.02%
818
+3
6 7
8
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