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
376
$13.9K 0.01%
+75
377
$13.6K 0.01%
+150
378
$13.5K 0.01%
+453
379
$13.5K 0.01%
+103
380
0
381
$13.4K 0.01%
+177
382
$13.3K 0.01%
+1,000
383
$13.3K 0.01%
+300
384
$13K 0.01%
+413
385
$12.9K 0.01%
+38
386
$12.8K 0.01%
+158
387
$12.7K 0.01%
+430
388
$12.6K 0.01%
+250
389
$12.6K 0.01%
+129
390
$12.4K 0.01%
+160
391
$12.4K 0.01%
+180
392
$12.4K 0.01%
+400
393
$12.2K 0.01%
+1,000
394
$12.1K 0.01%
+1,400
395
$12.1K 0.01%
+100
396
$12.1K 0.01%
+250
397
$12K 0.01%
+75
398
$12K 0.01%
+152
399
$12K 0.01%
+510
400
$11.9K 0.01%
+100