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
601
$4.9K ﹤0.01%
39
602
$4.9K ﹤0.01%
253
603
$4.82K ﹤0.01%
1,086
604
$4.72K ﹤0.01%
+50
605
$4.71K ﹤0.01%
220
606
$4.71K ﹤0.01%
255
607
$4.7K ﹤0.01%
+1,363
608
$4.67K ﹤0.01%
160
+54
609
$4.67K ﹤0.01%
173
610
$4.65K ﹤0.01%
78
611
$4.6K ﹤0.01%
415
612
$4.59K ﹤0.01%
106
613
$4.56K ﹤0.01%
1,983
614
$4.55K ﹤0.01%
49
615
$4.53K ﹤0.01%
659
616
$4.52K ﹤0.01%
260
+177
617
$4.52K ﹤0.01%
87
618
$4.49K ﹤0.01%
50
619
$4.47K ﹤0.01%
35
620
$4.46K ﹤0.01%
26
621
$4.38K ﹤0.01%
51
622
$4.37K ﹤0.01%
142
-129
623
$4.37K ﹤0.01%
30
624
$4.35K ﹤0.01%
+37
625
$4.33K ﹤0.01%
202
-1,334
23 24
25
26 27