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
501
$7.26K 0.01%
14
502
$7.25K 0.01%
+7,036
503
$7.24K 0.01%
212
+167
504
$7.23K 0.01%
80
505
$7.2K 0.01%
147
506
$7.16K 0.01%
784
+646
507
$7.15K 0.01%
456
508
$7.15K 0.01%
11
509
$7.15K 0.01%
80
510
$7.13K 0.01%
625
511
$7.11K 0.01%
106
512
$7.1K 0.01%
1,657
+1,157
513
$7.01K 0.01%
262
514
$6.99K 0.01%
47
-12
515
$6.99K 0.01%
694
516
$6.92K 0.01%
189
-427
517
$6.84K 0.01%
+355
518
$6.78K 0.01%
58
519
$6.73K 0.01%
174
+12
520
$6.72K 0.01%
297
-43
521
$6.72K 0.01%
20
522
$6.64K ﹤0.01%
298
523
$6.59K ﹤0.01%
+200
524
$6.48K ﹤0.01%
106
525
$6.46K ﹤0.01%
391
19 20
21
22 23