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
201
$36.3K 0.02%
465
-6
202
$36.2K 0.02%
349
+18
203
$36.1K 0.02%
343
-18
204
$35.9K 0.02%
1,545
205
$35.5K 0.02%
572
+79
206
$35.5K 0.02%
420
207
$35.3K 0.02%
541
208
$35.1K 0.02%
284
209
$35K 0.02%
1,368
210
$35K 0.02%
319
211
$34.1K 0.02%
443
212
$34.1K 0.02%
487
213
$34K 0.02%
441
214
$34K 0.02%
299
-157
215
$33.9K 0.02%
125
216
$33.5K 0.02%
1,276
217
$33.2K 0.02%
2,884
218
$33.1K 0.02%
1,449
219
$33.1K 0.02%
461
220
$32.8K 0.02%
2,338
-1,496
221
$32.5K 0.02%
295
-1
222
$32.1K 0.02%
525
223
$31.9K 0.02%
159
224
$31.9K 0.02%
427
-288
225
$31.4K 0.02%
4,000
7 8
9
10 11