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
326
$19.4K 0.01%
+28
327
$19.4K 0.01%
+151
328
$19.1K 0.01%
+2,251
329
$18.9K 0.01%
+1,000
330
$18.8K 0.01%
+100
331
$18.7K 0.01%
+150
332
$18.7K 0.01%
+244
333
$18.5K 0.01%
+89
334
$18.4K 0.01%
+300
335
$18.4K 0.01%
+225
336
$18.4K 0.01%
+387
337
$18.2K 0.01%
+217
338
$17.9K 0.01%
+1,422
339
$17.2K 0.01%
+300
340
$17K 0.01%
+132
341
$17K 0.01%
+200
342
$16.8K 0.01%
+91
343
$16.8K 0.01%
+100
344
$16.6K 0.01%
+1,000
345
$16.5K 0.01%
+100
346
$16.2K 0.01%
+100
347
$16K 0.01%
+300
348
$15.8K 0.01%
+392
349
$15.8K 0.01%
+140
350
$15.7K 0.01%
+116