test

Teresa Douberly

@Wealthcollab, Llc

Latest period2024 - Q3ReportedManaged Assets$152.789MTotal holdings881
Assets growth rate-44.39%Assets growth rate (2-Q avg)29.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthcollab, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 881 positions.

Assets under management

The assets under management (AUM) of Wealthcollab, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 152.789M in assets, with a quarterly growth rate of -44.39% and a 2-quarter average growth rate of 29.18%. The portfolio is managed by Teresa Douberly, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VXUSVanguard Star Fds
Recent Activity
Decreased -46.68%
8.94%
$13.658M
210,961 shares@ $64.74 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -47.44%
8.31%
$12.69M
44,817 shares@ $283.16 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -47.65%
6.34%
$9.675M
100,830 shares@ $95.96 avg price
IXUSIshares Tr
Recent Activity
Decreased -49.37%
5.25%
$8.016M
110,365 shares@ $72.64 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -48.37%
3.95%
$6.026M
80,223 shares@ $75.12 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -46.46%
3.71%
$5.654M
80,002 shares@ $70.68 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -49.89%
3.56%
$5.429M
234,330 shares@ $23.18 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -46.89%
3.38%
$5.162M
52,984 shares@ $97.43 avg price
SSRMSsr Mining In
Recent Activity
Decreased -50%
3.17%
$4.841M
852,433 shares@ $5.68 avg price
MUBIshares Tr
Recent Activity
Decreased -35.84%
3.12%
$4.761M
43,825 shares@ $108.64 avg price