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
776
$1.66K ﹤0.01%
8
777
$1.66K ﹤0.01%
195
778
$1.64K ﹤0.01%
6
779
$1.64K ﹤0.01%
1
780
$1.61K ﹤0.01%
103
781
$1.61K ﹤0.01%
+31
782
$1.61K ﹤0.01%
+515
783
$1.61K ﹤0.01%
+21
784
$1.6K ﹤0.01%
+43
785
$1.6K ﹤0.01%
68
786
$1.6K ﹤0.01%
13
787
$1.59K ﹤0.01%
95
788
$1.57K ﹤0.01%
19
789
$1.56K ﹤0.01%
6
-4
790
$1.54K ﹤0.01%
5
791
$1.48K ﹤0.01%
40
792
$1.47K ﹤0.01%
4
793
$1.45K ﹤0.01%
+16
794
$1.45K ﹤0.01%
+61
795
$1.45K ﹤0.01%
+88
796
$1.44K ﹤0.01%
25
797
$1.44K ﹤0.01%
4
798
$1.43K ﹤0.01%
+65
799
$1.39K ﹤0.01%
3
-24
800
$1.39K ﹤0.01%
4
-60
30 31
32
33 34