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
676
$3.28K ﹤0.01%
40
677
$3.28K ﹤0.01%
519
678
$3.28K ﹤0.01%
53
679
$3.23K ﹤0.01%
+1,336
680
$3.21K ﹤0.01%
+158
681
$3.18K ﹤0.01%
35
-16
682
$3.14K ﹤0.01%
+400
683
$3.14K ﹤0.01%
57
684
$3.14K ﹤0.01%
42
685
$3.11K ﹤0.01%
700
686
$3.09K ﹤0.01%
561
687
$3.06K ﹤0.01%
38
688
$3.02K ﹤0.01%
40
689
$3.02K ﹤0.01%
99
690
$2.98K ﹤0.01%
+63
691
$2.98K ﹤0.01%
+7
692
$2.97K ﹤0.01%
179
693
$2.96K ﹤0.01%
1,646
694
$2.96K ﹤0.01%
+7
695
$2.95K ﹤0.01%
185
696
$2.94K ﹤0.01%
81
697
$2.94K ﹤0.01%
20
698
$2.94K ﹤0.01%
236
699
$2.91K ﹤0.01%
46
700
$2.88K ﹤0.01%
4
26 27
28
29 30