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
651
$3.83K ﹤0.01%
78
652
$3.79K ﹤0.01%
142
653
$3.78K ﹤0.01%
177
654
$3.78K ﹤0.01%
13
+7
655
$3.77K ﹤0.01%
56
656
$3.74K ﹤0.01%
284
-96
657
$3.73K ﹤0.01%
168
658
$3.72K ﹤0.01%
+74
659
$3.66K ﹤0.01%
7
660
$3.64K ﹤0.01%
8
661
$3.63K ﹤0.01%
80
662
$3.63K ﹤0.01%
32
-35
663
$3.63K ﹤0.01%
1
664
$3.63K ﹤0.01%
125
665
$3.6K ﹤0.01%
32
666
$3.58K ﹤0.01%
9
667
$3.53K ﹤0.01%
45
668
$3.43K ﹤0.01%
57
+42
669
$3.43K ﹤0.01%
17
670
$3.35K ﹤0.01%
222
671
$3.33K ﹤0.01%
+68
672
$3.33K ﹤0.01%
24
673
$3.32K ﹤0.01%
25
674
$3.3K ﹤0.01%
+76
675
$3.3K ﹤0.01%
+250
25 26
27
28 29