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
301
$19.9K 0.01%
370
-227
302
$19.8K 0.01%
+989
303
$19.6K 0.01%
624
304
$19.6K 0.01%
95
-63
305
$19.5K 0.01%
78
306
$19.3K 0.01%
+885
307
$19.3K 0.01%
118
308
$19K 0.01%
663
309
$19K 0.01%
479
+188
310
$18.7K 0.01%
462
311
$18.6K 0.01%
64
312
$18.6K 0.01%
614
+212
313
$18.4K 0.01%
1,636
314
$18.4K 0.01%
29
315
$18.2K 0.01%
228
-26
316
$18.1K 0.01%
150
317
$18.1K 0.01%
3,230
318
$18.1K 0.01%
69
-17
319
$18.1K 0.01%
240
320
$18K 0.01%
2,905
+2,313
321
$17.9K 0.01%
217
322
$17.9K 0.01%
107
323
$17.8K 0.01%
116
324
$17.7K 0.01%
298
325
$17.7K 0.01%
425