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
276
$23.3K 0.02%
423
277
$23.2K 0.02%
1,000
278
$23K 0.02%
8,822
+4,036
279
$23K 0.02%
217
+12
280
$22.9K 0.02%
582
281
$22.5K 0.02%
2,476
+1,006
282
$22.3K 0.02%
347
-89
283
$22.3K 0.02%
175
-137
284
$22K 0.02%
88
285
$21.9K 0.02%
182
+21
286
$21.9K 0.02%
862
287
$21.8K 0.02%
898
288
$21.7K 0.02%
65
289
$21.6K 0.02%
+172
290
$21.4K 0.02%
1,035
291
$21.3K 0.02%
272
292
$21.3K 0.02%
944
+369
293
$21.3K 0.02%
200
-29
294
$21.3K 0.02%
4,101
+1,169
295
$21.3K 0.02%
429
296
$21.1K 0.02%
160
297
$21K 0.02%
1,066
-465
298
$20.3K 0.02%
4,801
+2,501
299
$20.1K 0.01%
644
-953
300
$19.9K 0.01%
4,116
10 11
12
13 14