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
626
$4.33K ﹤0.01%
887
627
$4.33K ﹤0.01%
73
628
$4.32K ﹤0.01%
28
-83
629
$4.22K ﹤0.01%
219
630
$4.2K ﹤0.01%
50
-4
631
$4.16K ﹤0.01%
147
632
$4.16K ﹤0.01%
45
633
$4.11K ﹤0.01%
10
634
$4.11K ﹤0.01%
1,538
+1,176
635
$4.07K ﹤0.01%
1,092
636
$4.05K ﹤0.01%
200
637
$4.03K ﹤0.01%
15
638
$3.98K ﹤0.01%
300
639
$3.98K ﹤0.01%
1,095
640
$3.94K ﹤0.01%
140
641
– –
0
642
$3.92K ﹤0.01%
73
643
$3.92K ﹤0.01%
24
-20
644
$3.92K ﹤0.01%
+870
645
$3.87K ﹤0.01%
218
646
$3.87K ﹤0.01%
41
647
$3.86K ﹤0.01%
471
648
$3.85K ﹤0.01%
12
649
$3.84K ﹤0.01%
72
650
$3.84K ﹤0.01%
544
+188
24 25
26
27 28