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
251
$39.3K 0.02%
+2,150
252
$38.9K 0.02%
+400
253
$38.7K 0.02%
+390
254
$38.3K 0.02%
+449
255
$38.3K 0.02%
+204
256
$38.2K 0.02%
+428
257
$38.1K 0.02%
+871
258
$37.8K 0.02%
+129
259
$37.5K 0.02%
+990
260
$36.8K 0.02%
+664
261
$36.2K 0.02%
+112
262
$36K 0.02%
+755
263
$36K 0.02%
+216
264
$35.7K 0.02%
+400
265
$34.8K 0.02%
+106
266
$34.6K 0.02%
+150
267
$34.2K 0.02%
+641
268
$34.1K 0.02%
+265
269
$33.7K 0.02%
+73
270
$32.8K 0.02%
+200
271
$32.7K 0.02%
+1,507
272
$32.6K 0.02%
+664
273
$31.6K 0.02%
+1,595
274
$30.7K 0.02%
+397
275
$30.3K 0.02%
+51