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
101
$88K 0.06%
796
+15
102
$86.8K 0.06%
638
103
$85.6K 0.06%
458
104
$80.9K 0.06%
104
105
$79K 0.06%
130
-34
106
$78.8K 0.06%
578
107
$78.1K 0.06%
2,958
108
$77.8K 0.06%
4,337
+1,968
109
$77.4K 0.06%
625
-44
110
$76.9K 0.06%
5,483
111
$76.6K 0.06%
2,761
+1,896
112
$76.1K 0.06%
2,311
+1,083
113
$76K 0.06%
3,008
114
$75.2K 0.06%
152
115
$74.5K 0.06%
425
116
$74.2K 0.05%
968
117
$73.5K 0.05%
2,051
118
$73.1K 0.05%
1,554
+1,500
119
$72.2K 0.05%
492
120
$71.2K 0.05%
74
121
$71K 0.05%
1,106
122
$70.9K 0.05%
337
123
$69.4K 0.05%
395
-104
124
$69.4K 0.05%
796
+15
125
$69.2K 0.05%
1,028
3 4
5
6 7