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
401
$12K 0.01%
+500
402
$12K 0.01%
607
+196
403
$12K 0.01%
300
404
$12K 0.01%
197
405
$11.8K 0.01%
641
406
$11.8K 0.01%
1,075
+500
407
$11.7K 0.01%
74
408
$11.7K 0.01%
298
409
$11.7K 0.01%
3,315
-768
410
$11.3K 0.01%
117
411
$11.3K 0.01%
+99
412
$11.3K 0.01%
153
413
$11.2K 0.01%
225
414
$11.2K 0.01%
36
415
$11.1K 0.01%
515
+376
416
$11K 0.01%
406
417
$10.8K 0.01%
140
418
$10.7K 0.01%
756
419
$10.6K 0.01%
405
420
$10.5K 0.01%
115
-115
421
$10.5K 0.01%
782
422
$10.5K 0.01%
229
-57
423
$10.4K 0.01%
5,397
424
$10.3K 0.01%
180
425
$10.2K 0.01%
54