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
351
$15.7K 0.01%
+145
352
$15.7K 0.01%
+130
353
$15.6K 0.01%
+288
354
$15.6K 0.01%
+272
355
$15.5K 0.01%
+222
356
$15.5K 0.01%
+100
357
$15.4K 0.01%
+604
358
$15.4K 0.01%
+500
359
$15.4K 0.01%
+119
360
$15.3K 0.01%
+288
361
$15.2K 0.01%
+442
362
$15K 0.01%
+247
363
$15K 0.01%
+200
364
$15K 0.01%
+169
365
$14.8K 0.01%
+200
366
$14.6K 0.01%
+1,000
367
$14.6K 0.01%
+244
368
$14.5K 0.01%
+255
369
$14.4K 0.01%
+427
370
$14.3K 0.01%
+253
371
$14.2K 0.01%
+187
372
$14.1K 0.01%
+900
373
$14.1K 0.01%
+458
374
$14K 0.01%
+111
375
$13.9K 0.01%
+197