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
$136M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.22M
3
+$833K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$747K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$388K

Top Sells

1
+$220K
2
+$49.8K
3
+$41.3K
4
HDB icon
HDFC Bank
HDB
+$37.5K
5
EXR icon
Extra Space Storage
EXR
+$32.7K

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 4.11%
3 Materials 3.33%
4 Communication Services 2.5%
5 Financials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.8K 0.02%
200
227
$29.7K 0.02%
429
+258
228
$29.6K 0.02%
292
-108
229
$29.5K 0.02%
877
+6
230
$29.2K 0.02%
270
+263
231
$29.2K 0.02%
3,285
-1,790
232
$29.2K 0.02%
+4,000
233
$29.1K 0.02%
1,914
234
$29K 0.02%
674
235
$28.9K 0.02%
60
236
$28.9K 0.02%
247
237
$28.5K 0.02%
317
+18
238
$28.4K 0.02%
493
239
$28.3K 0.02%
485
+343
240
$28.2K 0.02%
461
+164
241
$27.9K 0.02%
319
242
$27.9K 0.02%
60
-27
243
$27.7K 0.02%
5,286
+2,753
244
$27.4K 0.02%
3,240
+438
245
$27.2K 0.02%
+1,449
246
$27.1K 0.02%
762
247
$27.1K 0.02%
748
248
$27.1K 0.02%
1,058
249
$27K 0.02%
148
250
$27K 0.02%
716
8 9
10
11 12