W

WealthCollab Portfolio holdings

AUM $217M
1-Year Est. Return 27.54%
This Quarter Est. Return
1 Year Est. Return
+27.54%
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
876
– –
-326
877
– –
-118
878
– –
-51
879
– –
-29
880
– –
-349
881
– –
-49
882
– –
-34
883
– –
-1,055
884
– –
-37
885
– –
-165
886
– –
-103
887
– –
-1,139
888
– –
-389
889
– –
-1,451
890
– –
-204
891
– –
-150
892
– –
-33
893
– –
-22
894
– –
-124
895
– –
-20
896
– –
-100
897
– –
-120
898
– –
-1,118
899
– –
-123
900
– –
-56
34 35
36
37 38