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
801
$1.37K ﹤0.01%
8
802
$1.34K ﹤0.01%
47
-338
803
$1.34K ﹤0.01%
+43
804
$1.31K ﹤0.01%
140
805
$1.29K ﹤0.01%
10
806
$1.29K ﹤0.01%
60
-121
807
$1.29K ﹤0.01%
15
+5
808
$1.28K ﹤0.01%
45
+20
809
$1.23K ﹤0.01%
100
810
$1.19K ﹤0.01%
36
811
$1.19K ﹤0.01%
7
812
$1.17K ﹤0.01%
85
813
$1.14K ﹤0.01%
6
814
$1.14K ﹤0.01%
+16
815
$1.13K ﹤0.01%
20
816
$1.12K ﹤0.01%
21
817
$1.06K ﹤0.01%
158
818
$1.03K ﹤0.01%
13
819
$978 ﹤0.01%
30
+9
820
$970 ﹤0.01%
4
821
$960 ﹤0.01%
+22
822
$938 ﹤0.01%
28
823
$918 ﹤0.01%
23
824
$885 ﹤0.01%
21
825
$881 ﹤0.01%
13
-6
31 32
33
34 35