W
WealthCollab Portfolio holdings
AUM
$178M
This Quarter Return
+1.57%
1 Year Return
+18.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+2.7%)
Cap. Flow
+$2.92M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
48.54%
Holding
917
New
65
Increased
134
Reduced
123
Closed
58
Top Buys
| 1 |
NVIDIA
NVDA
|
$702K |
| 2 |
Electronic Arts
EA
|
$540K |
| 3 |
iShares California Muni Bond ETF
CMF
|
$312K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$243K |
| 5 |
Avantis International Small Cap Value ETF
AVDV
|
$234K |
Top Sells
| 1 |
Amazon
AMZN
|
$591K |
| 2 |
Meta Platforms (Facebook)
META
|
$110K |
| 3 |
Apple
AAPL
|
$81.5K |
| 4 |
NUTX
Nutex Health
NUTX
|
$70.4K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$51.6K |
Sector Composition
| 1 | Technology | 7.49% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Communication Services | 3.33% |
| 4 | Materials | 3.25% |
| 5 | Financials | 1.88% |
