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
751
$1.9K ﹤0.01%
50
752
$1.89K ﹤0.01%
252
753
$1.89K ﹤0.01%
66
754
$1.89K ﹤0.01%
+50
755
$1.88K ﹤0.01%
3
756
$1.88K ﹤0.01%
6
757
$1.86K ﹤0.01%
7
758
$1.84K ﹤0.01%
15
-5
759
$1.83K ﹤0.01%
86
760
$1.83K ﹤0.01%
13
761
$1.81K ﹤0.01%
7
762
$1.8K ﹤0.01%
65
763
$1.8K ﹤0.01%
29
-33
764
$1.78K ﹤0.01%
+909
765
$1.77K ﹤0.01%
25
766
$1.76K ﹤0.01%
+77
767
$1.76K ﹤0.01%
+55
768
$1.75K ﹤0.01%
+19
769
$1.73K ﹤0.01%
253
770
$1.72K ﹤0.01%
93
771
$1.7K ﹤0.01%
9
772
$1.7K ﹤0.01%
24
773
$1.7K ﹤0.01%
6
774
$1.69K ﹤0.01%
18
775
$1.69K ﹤0.01%
+39
29 30
31
32 33