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
1
$11.8M 8.71%
195,832
+13,807
2
$11M 8.13%
42,388
+5,389
3
$8.94M 6.59%
95,370
+7,974
4
$7.32M 5.4%
107,835
+1,667
5
$5.59M 4.12%
76,914
+1,769
6
$4.8M 3.54%
72,922
+4,807
7
$4.74M 3.5%
233,379
+1,618
8
$4.23M 3.12%
48,858
+4,483
9
$4.17M 3.07%
82,349
+869
10
$4.07M 3%
53,973
+736
11
$3.8M 2.8%
852,433
+52,630
12
$3.6M 2.66%
19,984
-39
13
$3.6M 2.66%
33,477
+2,496
14
$3.33M 2.45%
163,419
-2,448
15
$2.89M 2.14%
6,878
-9
16
$2.48M 1.83%
77,732
-448
17
$2.32M 1.71%
39,977
+6,135
18
$2.28M 1.68%
21,227
-10
19
$2.23M 1.65%
13,004
+7,143
20
$1.88M 1.39%
3,915
21
$1.62M 1.2%
62,226
+14,802
22
$1.49M 1.1%
15,981
23
$1.27M 0.94%
22,128
+642
24
$1.27M 0.94%
23,334
25
$1.17M 0.86%
19,929
+221
1
2 3 4 5