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
76
$128K 0.09%
4,524
77
$126K 0.09%
3,000
78
$125K 0.09%
546
79
$121K 0.09%
2,460
80
$119K 0.09%
1,301
81
$112K 0.08%
1,762
82
$111K 0.08%
2,600
83
$110K 0.08%
860
+6
84
$108K 0.08%
617
85
$107K 0.08%
110
+4
86
$106K 0.08%
1,860
87
$106K 0.08%
2,119
-17
88
$102K 0.08%
832
+200
89
$101K 0.07%
2,401
90
$99.6K 0.07%
1,108
91
$98.6K 0.07%
1,291
92
$97.3K 0.07%
472
93
$96.3K 0.07%
462
94
$94.1K 0.07%
824
95
$93.6K 0.07%
3,701
96
$91.7K 0.07%
633
97
$91.5K 0.07%
328
-4
98
$91.3K 0.07%
4,237
+1,550
99
$90.2K 0.07%
794
100
$89.9K 0.07%
2,189
2 3
4
5 6