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
176
$39.2K 0.03%
184
-14
177
$39K 0.03%
1,131
+427
178
$38.3K 0.03%
487
179
$38.3K 0.03%
531
-58
180
$38.3K 0.03%
2,315
+543
181
$38.3K 0.03%
912
-20
182
$37.9K 0.03%
2,159
183
$37.6K 0.03%
2,687
+140
184
$36.7K 0.03%
106
-42
185
$36.2K 0.03%
4,021
+2,838
186
$36.2K 0.03%
300
+36
187
$36.2K 0.03%
12,574
+3,596
188
$36K 0.03%
410
+160
189
$35.9K 0.03%
630
190
$35.8K 0.03%
1,569
191
$35.6K 0.03%
206
192
$35.6K 0.03%
300
193
$35.5K 0.03%
937
-59
194
$34.5K 0.03%
189
195
$34.4K 0.03%
1,029
+362
196
$34.3K 0.03%
340
-320
197
$34.1K 0.03%
1,545
198
$33.7K 0.02%
802
+3
199
$33.6K 0.02%
284
200
$33.6K 0.02%
199
6 7
8
9 10