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
201
$36.4K 0.02%
1,909
202
$35.8K 0.02%
541
203
$35.7K 0.02%
546
204
$35.7K 0.02%
200
205
$35.6K 0.02%
7,801
+2,028
206
$35.5K 0.02%
1,300
207
$35.5K 0.02%
284
208
$35.4K 0.02%
1,665
+120
209
$35K 0.02%
1,780
+1,454
210
$34.9K 0.02%
49
211
$34.6K 0.02%
841
212
$34.3K 0.02%
330
-122
213
$34.2K 0.02%
642
+57
214
$34.2K 0.02%
7,036
215
$34K 0.02%
767
216
$33.9K 0.02%
441
217
$33.3K 0.02%
1,176
-165
218
$33.1K 0.02%
52
-19
219
$32.7K 0.02%
822
+4
220
$32.4K 0.02%
1,368
221
$32.4K 0.02%
1,078
-428
222
$31.9K 0.02%
445
+25
223
$31.8K 0.02%
292
224
$31.7K 0.02%
180
-19
225
$31.6K 0.02%
60
7 8
9
10 11