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
726
$2.52K ﹤0.01%
24
727
$2.51K ﹤0.01%
57
728
$2.5K ﹤0.01%
3
729
$2.5K ﹤0.01%
24
730
$2.48K ﹤0.01%
38
731
$2.47K ﹤0.01%
47
-26
732
$2.46K ﹤0.01%
54
733
$2.45K ﹤0.01%
24
734
$2.42K ﹤0.01%
202
735
$2.39K ﹤0.01%
35
736
$2.36K ﹤0.01%
54
737
$2.33K ﹤0.01%
37
738
$2.31K ﹤0.01%
26
739
$2.29K ﹤0.01%
64
+51
740
$2.28K ﹤0.01%
319
741
$2.22K ﹤0.01%
98
742
$2.2K ﹤0.01%
143
743
$2.19K ﹤0.01%
146
744
$2.18K ﹤0.01%
29
745
$2.15K ﹤0.01%
4
746
$2.05K ﹤0.01%
281
747
$2.04K ﹤0.01%
53
-86
748
$2K ﹤0.01%
57
749
$1.95K ﹤0.01%
41
+18
750
$1.93K ﹤0.01%
7
28 29
30
31 32