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
201
$33.6K 0.02%
320
202
$33.4K 0.02%
543
203
$33.3K 0.02%
454
204
$32.9K 0.02%
497
205
$32.7K 0.02%
67
206
$32.7K 0.02%
+1,481
207
$32.5K 0.02%
4,018
+791
208
$32.3K 0.02%
193
209
$32.3K 0.02%
441
210
$31.8K 0.02%
125
211
$31.8K 0.02%
2,884
212
$31.6K 0.02%
2,877
213
$31.6K 0.02%
164
214
$31.6K 0.02%
471
-16
215
$31.1K 0.02%
887
+220
216
$31K 0.02%
1,276
+442
217
$31K 0.02%
3,396
218
$30.6K 0.02%
1,368
219
$30.5K 0.02%
344
+89
220
$30.4K 0.02%
159
-20
221
$30.3K 0.02%
1,000
222
$30.2K 0.02%
788
+634
223
$30K 0.02%
466
224
$30K 0.02%
553
+502
225
$29.9K 0.02%
201
-12
7 8
9
10 11