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
451
$9.16K 0.01%
203
-29
452
$9.11K 0.01%
46
453
$9.09K 0.01%
46
454
$9.03K 0.01%
62
+5
455
$9.03K 0.01%
196
456
$8.94K 0.01%
27
457
$8.94K 0.01%
300
-26
458
$8.93K 0.01%
415
459
$8.88K 0.01%
127
460
$8.72K 0.01%
346
-193
461
$8.7K 0.01%
101
-24
462
$8.69K 0.01%
160
+51
463
$8.65K 0.01%
104
464
$8.58K 0.01%
55
465
$8.58K 0.01%
+717
466
$8.52K 0.01%
1,352
467
$8.48K 0.01%
223
468
$8.46K 0.01%
+200
469
$8.46K 0.01%
8,129
+7,936
470
$8.45K 0.01%
110
-16
471
$8.43K 0.01%
393
472
$8.41K 0.01%
261
473
$8.4K 0.01%
127
474
$8.36K 0.01%
+167
475
$8.3K 0.01%
63
-3
17 18
19
20 21