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
376
$13.3K 0.01%
412
377
$13.3K 0.01%
2,674
378
$13.2K 0.01%
143
379
$13.2K 0.01%
1,891
+1,031
380
$13.2K 0.01%
2,047
381
$13.1K 0.01%
23
382
$13.1K 0.01%
340
383
$13.1K 0.01%
1,095
+196
384
$13K 0.01%
458
385
$13K 0.01%
81
-51
386
$12.9K 0.01%
469
387
$12.9K 0.01%
644
388
$12.8K 0.01%
183
-53
389
$12.7K 0.01%
38
390
$12.6K 0.01%
24
391
$12.6K 0.01%
236
392
$12.5K 0.01%
10
393
$12.5K 0.01%
438
394
$12.5K 0.01%
4,159
+2,775
395
$12.4K 0.01%
+193
396
$12.4K 0.01%
336
397
$12.3K 0.01%
1,106
-236
398
$12.2K 0.01%
845
399
$12.1K 0.01%
295
400
$12K 0.01%
+400
14 15
16
17 18