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
426
$10.2K 0.01%
+79
427
$10.1K 0.01%
93
428
$10.1K 0.01%
+257
429
$10K 0.01%
162
430
$10K 0.01%
200
431
$10K 0.01%
164
432
$10K 0.01%
+303
433
$9.92K 0.01%
507
434
$9.91K 0.01%
+207
435
$9.9K 0.01%
452
436
$9.89K 0.01%
286
+47
437
$9.8K 0.01%
47
438
$9.79K 0.01%
95
439
$9.75K 0.01%
+411
440
$9.65K 0.01%
60
441
$9.64K 0.01%
37
+2
442
$9.61K 0.01%
293
443
$9.55K 0.01%
240
+219
444
$9.46K 0.01%
1,456
+1,329
445
$9.44K 0.01%
102
446
$9.43K 0.01%
122
447
$9.43K 0.01%
312
448
$9.35K 0.01%
480
449
$9.31K 0.01%
133
450
$9.27K 0.01%
450