FDW

Fourth Dimension Wealth Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.3M
3
+$10.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.51M
5
NVDA icon
NVIDIA
NVDA
+$6.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.37%
2 Consumer Discretionary 4.34%
3 Communication Services 2.58%
4 Healthcare 1.62%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48.3K 0.03%
+896
227
$47.9K 0.03%
+846
228
$46.7K 0.02%
+179
229
$46.5K 0.02%
+132
230
$46.3K 0.02%
+180
231
$45.4K 0.02%
+950
232
$45.4K 0.02%
+1,050
233
$44.7K 0.02%
+150
234
$44.3K 0.02%
+384
235
$44.2K 0.02%
+200
236
$43.6K 0.02%
+800
237
$43.3K 0.02%
+383
238
$42.8K 0.02%
+361
239
$42.7K 0.02%
+682
240
$42.3K 0.02%
+214
241
$41.9K 0.02%
+701
242
$41.6K 0.02%
+1,365
243
$41.3K 0.02%
+480
244
$41.2K 0.02%
+353
245
$40.9K 0.02%
+550
246
$40.6K 0.02%
+200
247
$40.1K 0.02%
+277
248
$40.1K 0.02%
+300
249
$40K 0.02%
+123
250
$39.7K 0.02%
+165
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