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
176
$42.8K 0.03%
2,031
+204
177
$42.6K 0.03%
1,109
-226
178
$42.5K 0.03%
108
+2
179
$41.9K 0.03%
319
180
$41.9K 0.03%
647
+40
181
$41.4K 0.03%
1,324
-74
182
$41.1K 0.03%
304
183
$40.8K 0.03%
67
184
$40.5K 0.03%
2,614
185
$39.7K 0.03%
206
186
$39.7K 0.03%
465
187
$39.5K 0.03%
292
188
$39.2K 0.03%
1,276
189
$38.6K 0.02%
1,678
-28
190
$38.5K 0.02%
280
191
$37.6K 0.02%
284
192
$37.5K 0.02%
209
+20
193
$37.5K 0.02%
319
194
$37.2K 0.02%
288
195
$37.1K 0.02%
320
196
$37.1K 0.02%
184
197
$37.1K 0.02%
415
198
$37K 0.02%
1,000
199
$36.9K 0.02%
133
-31
200
$36.8K 0.02%
487
6 7
8
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