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
51
$264K 0.19%
688
-7
52
$256K 0.19%
5,802
-376
53
$255K 0.19%
2,808
54
$234K 0.17%
812
55
$217K 0.16%
8,464
56
$206K 0.15%
685
-49
57
$205K 0.15%
2,039
+28
58
$197K 0.15%
1,306
59
$195K 0.14%
1,237
+243
60
$195K 0.14%
787
61
$194K 0.14%
969
+380
62
$159K 0.12%
2,640
-81
63
$158K 0.12%
207
64
$157K 0.12%
818
65
$157K 0.12%
270
66
$156K 0.11%
462
67
$155K 0.11%
863
68
$151K 0.11%
1,303
-159
69
$151K 0.11%
10,808
+1,222
70
$147K 0.11%
2,420
71
$145K 0.11%
638
72
$141K 0.1%
889
+211
73
$139K 0.1%
1,744
74
$137K 0.1%
3,056
-186
75
$134K 0.1%
476
-56
1 2
3
4 5