
Wealthcollab, LLC
CIK Number: 0002017870
156.67M
Market Value
854
# of Holdings
4 months
Avg. Holding Period
37.76%
Win Rate
5.72%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | VTI | Vanguard Total ... | 263.79 | -0.14% | 49.24K | +9.87% | 14.27M | 246.52 | 9.11% |
2 | VXUS | Vanguard Total ... | 61.00 | +0.51% | 213.37K | +1.14% | 12.57M | 58.51 | 8.03% |
3 | AVUV | Avantis U.S. Sm... | 79.60 | -0.03% | 107.53K | +6.64% | 10.38M | 90.65 | 6.63% |
4 | IXUS | iShares Core MS... | 68.58 | +0.56% | 120.47K | +9.16% | 7.97M | 65.13 | 5.09% |
5 | BND | Vanguard Total ... | 72.61 | +0.26% | 82.9K | +3.33% | 5.96M | 73.46 | 3.80% |
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