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
551
$5.84K ﹤0.01%
35
552
$5.83K ﹤0.01%
688
553
$5.8K ﹤0.01%
368
554
$5.8K ﹤0.01%
167
555
$5.79K ﹤0.01%
23
556
$5.77K ﹤0.01%
75
557
$5.75K ﹤0.01%
33
558
$5.74K ﹤0.01%
739
559
$5.72K ﹤0.01%
87
560
$5.72K ﹤0.01%
405
561
$5.59K ﹤0.01%
182
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28
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$5.51K ﹤0.01%
+14
565
$5.48K ﹤0.01%
45
-34
566
$5.47K ﹤0.01%
666
567
$5.45K ﹤0.01%
138
568
$5.44K ﹤0.01%
42
569
$5.43K ﹤0.01%
+78
570
$5.42K ﹤0.01%
259
571
$5.4K ﹤0.01%
433
572
$5.39K ﹤0.01%
28
573
$5.38K ﹤0.01%
1,015
+900
574
$5.38K ﹤0.01%
+39
575
$5.38K ﹤0.01%
20