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
476
$8.24K 0.01%
+1,182
477
$8.17K 0.01%
125
+25
478
$8.11K 0.01%
41
479
$8.04K 0.01%
99
480
$8.02K 0.01%
1,058
-457
481
$8K 0.01%
92
482
$7.95K 0.01%
61
483
$7.88K 0.01%
1,787
484
$7.86K 0.01%
331
485
$7.85K 0.01%
482
486
$7.77K 0.01%
490
+482
487
$7.74K 0.01%
113
488
$7.73K 0.01%
85
+83
489
$7.73K 0.01%
238
490
$7.68K 0.01%
34
491
$7.64K 0.01%
630
+75
492
$7.55K 0.01%
529
493
$7.47K 0.01%
573
+415
494
$7.42K 0.01%
39
495
$7.4K 0.01%
105
+30
496
$7.38K 0.01%
419
+94
497
$7.32K 0.01%
+3,167
498
$7.3K 0.01%
192
499
$7.28K 0.01%
1,461
500
$7.27K 0.01%
51
18 19
20
21 22