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
576
$5.37K ﹤0.01%
87
577
$5.34K ﹤0.01%
390
578
$5.34K ﹤0.01%
+893
579
$5.3K ﹤0.01%
+114
580
$5.29K ﹤0.01%
3,947
-1,761
581
$5.28K ﹤0.01%
531
582
$5.27K ﹤0.01%
146
583
$5.25K ﹤0.01%
995
-1,492
584
$5.25K ﹤0.01%
16
585
$5.22K ﹤0.01%
153
586
$5.21K ﹤0.01%
491
-411
587
$5.17K ﹤0.01%
50
588
$5.16K ﹤0.01%
443
589
$5.12K ﹤0.01%
36
590
$5.08K ﹤0.01%
14
591
$5.07K ﹤0.01%
160
-556
592
$5.07K ﹤0.01%
+58
593
$5.05K ﹤0.01%
595
594
$5.02K ﹤0.01%
205
595
$5.02K ﹤0.01%
142
596
$5.01K ﹤0.01%
+240
597
$4.99K ﹤0.01%
+278
598
$4.98K ﹤0.01%
63
599
$4.98K ﹤0.01%
+218
600
$4.95K ﹤0.01%
263
22 23
24
25 26