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
351
$14.6K 0.01%
338
352
$14.5K 0.01%
972
+738
353
$14.4K 0.01%
187
+49
354
$14.3K 0.01%
+1,000
355
$14.3K 0.01%
188
356
$14.2K 0.01%
200
357
$14.1K 0.01%
284
358
$14.1K 0.01%
168
359
$14.1K 0.01%
402
360
$14K 0.01%
509
+423
361
$14K 0.01%
132
362
$14K 0.01%
1,077
363
$13.9K 0.01%
63
364
$13.9K 0.01%
1,053
+263
365
$13.8K 0.01%
379
366
$13.8K 0.01%
67
367
$13.7K 0.01%
165
+113
368
$13.6K 0.01%
+200
369
$13.6K 0.01%
140
370
$13.6K 0.01%
428
371
$13.5K 0.01%
587
372
$13.4K 0.01%
27
373
$13.4K 0.01%
451
374
$13.3K 0.01%
264
-106
375
$13.3K 0.01%
137
-11