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
251
$27K 0.02%
375
252
$26.9K 0.02%
119
253
$26.8K 0.02%
255
-190
254
$26.8K 0.02%
420
-85
255
$26.5K 0.02%
486
256
$26.5K 0.02%
585
+68
257
$26.2K 0.02%
2,359
258
$25.9K 0.02%
546
259
$25.8K 0.02%
415
+115
260
$25.7K 0.02%
601
261
$25.4K 0.02%
319
+250
262
$25.2K 0.02%
1,263
+270
263
$25.2K 0.02%
+1,134
264
$25.2K 0.02%
1,240
265
$25.1K 0.02%
460
266
$25.1K 0.02%
274
267
$24.7K 0.02%
588
+220
268
$24.7K 0.02%
569
269
$24.6K 0.02%
1,334
-512
270
$24.1K 0.02%
497
+28
271
$23.9K 0.02%
1,420
272
$23.8K 0.02%
591
+35
273
$23.7K 0.02%
234
274
$23.5K 0.02%
59
275
$23.5K 0.02%
280
+55
9 10
11
12 13