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
26
$1.15M 0.85%
14,341
27
$1.13M 0.84%
98,861
-534
28
$1.11M 0.82%
4,650
29
$959K 0.71%
8,318
30
$856K 0.63%
1,762
-55
31
$844K 0.62%
8,395
+2,166
32
$806K 0.59%
14,024
+1,382
33
$750K 0.55%
1,434
34
$641K 0.47%
1,525
-17
35
$573K 0.42%
10,659
+51
36
$513K 0.38%
6,638
37
$513K 0.38%
6,366
38
$504K 0.37%
5,580
+180
39
$496K 0.37%
4,311
40
$475K 0.35%
20,642
41
$456K 0.34%
10,909
-263
42
$400K 0.3%
4,082
43
$372K 0.27%
2,444
44
$363K 0.27%
496
45
$315K 0.23%
4,090
+100
46
$304K 0.22%
603
47
$284K 0.21%
1,473
-150
48
$283K 0.21%
3,366
49
$278K 0.21%
10,356
-291
50
$265K 0.2%
5,286
1
2
3 4 5