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
326
$17.5K 0.01%
1,546
327
$17.4K 0.01%
801
+781
328
$17.2K 0.01%
1,409
+812
329
$17.1K 0.01%
164
330
$16.7K 0.01%
939
+390
331
$16.4K 0.01%
+819
332
$16.4K 0.01%
119
333
$16.2K 0.01%
1,909
334
$16.2K 0.01%
83
335
$16.2K 0.01%
341
336
$16K 0.01%
1,053
+125
337
$15.6K 0.01%
352
338
$15.6K 0.01%
68
+47
339
$15.6K 0.01%
161
340
$15.5K 0.01%
53
341
$15.1K 0.01%
948
+337
342
$15K 0.01%
65
-12
343
$14.9K 0.01%
+1,300
344
$14.9K 0.01%
485
345
$14.9K 0.01%
642
-162
346
$14.9K 0.01%
791
-286
347
$14.8K 0.01%
338
348
$14.7K 0.01%
447
349
$14.7K 0.01%
285
350
$14.6K 0.01%
1,174