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
826
$869 ﹤0.01%
9
827
$792 ﹤0.01%
2
828
$782 ﹤0.01%
6
-6
829
$743 ﹤0.01%
5
830
$722 ﹤0.01%
14
831
$705 ﹤0.01%
90
832
$687 ﹤0.01%
+18
833
$672 ﹤0.01%
60
834
$622 ﹤0.01%
39
835
$606 ﹤0.01%
3
836
$586 ﹤0.01%
3
837
$552 ﹤0.01%
+200
838
$540 ﹤0.01%
1
839
$505 ﹤0.01%
4
840
$490 ﹤0.01%
5
841
$281 ﹤0.01%
20
842
$276 ﹤0.01%
92
843
$251 ﹤0.01%
20
844
$238 ﹤0.01%
116
-479
845
$199 ﹤0.01%
3
-28
846
$193 ﹤0.01%
+22
847
$152 ﹤0.01%
+12
848
$147 ﹤0.01%
175
849
$143 ﹤0.01%
6
850
$119 ﹤0.01%
+6
32 33
34
35 36