FDW

Fourth Dimension Wealth Portfolio holdings

AUM $274M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.33M
3
+$1.17M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$970K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$730K

Top Sells

1
+$2.11M
2
+$1.49M
3
+$435K
4
AAPL icon
Apple
AAPL
+$430K
5
WMT icon
Walmart Inc
WMT
+$326K

Sector Composition

1 Technology 11.81%
2 Consumer Discretionary 3.61%
3 Communication Services 2.95%
4 Healthcare 1.85%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.6K 0.01%
42
277
$31.6K 0.01%
294
-67
278
$31.2K 0.01%
397
279
$30.7K 0.01%
73
280
$30.6K 0.01%
1,874
-38
281
$29.5K 0.01%
410
-70
282
$29.4K 0.01%
+1,339
283
$29.4K 0.01%
87
-25
284
$29.4K 0.01%
900
285
$28.9K 0.01%
531
-152
286
$28.5K 0.01%
400
+5
287
$27.9K 0.01%
+100
288
$27.5K 0.01%
436
-228
289
$27.2K 0.01%
1,500
290
$27K 0.01%
400
-500
291
$26.9K 0.01%
330
292
$26.3K 0.01%
300
293
$25.7K 0.01%
2,800
294
$25.2K 0.01%
450
+250
295
$24.7K 0.01%
81
-100
296
$24.7K 0.01%
960
297
$24.7K 0.01%
100
298
$24.1K 0.01%
403
299
$24K 0.01%
2,251
300
$23.9K 0.01%
200
-250
10 11
12
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