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
276
$29.8K 0.02%
+280
277
0
278
$29.6K 0.02%
+390
279
$29.4K 0.02%
+1,500
280
$29K 0.02%
+900
281
$29K 0.02%
+49
282
$28.4K 0.01%
+750
283
$28.4K 0.01%
+121
284
$28.4K 0.01%
+225
285
$28.3K 0.01%
+1,650
286
$28K 0.01%
+304
287
$27.4K 0.01%
+318
288
$27K 0.01%
+960
289
$26.6K 0.01%
+441
290
$26.5K 0.01%
+395
291
$26.5K 0.01%
+3,150
292
$26.4K 0.01%
+962
293
$26.3K 0.01%
+265
294
$25.8K 0.01%
+185
295
$25.8K 0.01%
+2,800
296
$25.4K 0.01%
+330
297
$25.3K 0.01%
+118
298
$24.8K 0.01%
+150
299
$24.6K 0.01%
+3,665
300
$24.3K 0.01%
+485