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
701
$2.88K ﹤0.01%
156
702
$2.87K ﹤0.01%
+446
703
$2.85K ﹤0.01%
+16
704
$2.82K ﹤0.01%
18
705
$2.82K ﹤0.01%
24
+17
706
$2.81K ﹤0.01%
29
-2
707
$2.79K ﹤0.01%
24
708
$2.79K ﹤0.01%
244
-40
709
$2.78K ﹤0.01%
8
710
$2.77K ﹤0.01%
46
711
$2.75K ﹤0.01%
52
712
$2.73K ﹤0.01%
156
713
$2.73K ﹤0.01%
104
714
$2.72K ﹤0.01%
67
715
$2.72K ﹤0.01%
45
716
$2.71K ﹤0.01%
164
717
$2.7K ﹤0.01%
44
718
$2.66K ﹤0.01%
2
719
$2.66K ﹤0.01%
54
720
$2.62K ﹤0.01%
12
721
$2.59K ﹤0.01%
209
722
$2.57K ﹤0.01%
4
723
$2.56K ﹤0.01%
255
-612
724
$2.55K ﹤0.01%
226
-1,465
725
$2.55K ﹤0.01%
300
27 28
29
30 31