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
126
$68.5K 0.05%
3,259
127
$68.3K 0.05%
3,502
128
$67.1K 0.05%
1,467
129
$66.6K 0.05%
2,383
+657
130
$65.9K 0.05%
406
-21
131
$65.4K 0.05%
262
132
$65.4K 0.05%
4,455
133
$63.1K 0.05%
1,298
+604
134
$62.8K 0.05%
986
+415
135
$62.3K 0.05%
1,605
-603
136
$62.3K 0.05%
5,262
137
$62.3K 0.05%
470
+50
138
$61.6K 0.05%
12,221
+2,058
139
$61.1K 0.05%
632
-25
140
$60.4K 0.04%
1,332
141
$60.2K 0.04%
456
-7
142
$59.1K 0.04%
204
+200
143
$59K 0.04%
421
+313
144
$58.5K 0.04%
+1,500
145
$57.3K 0.04%
300
+200
146
$56.9K 0.04%
1,603
+258
147
$55.9K 0.04%
729
+84
148
$55.5K 0.04%
502
149
$55.4K 0.04%
327
+200
150
$55K 0.04%
152
-2
4 5
6
7 8