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
401
$11.9K 0.01%
+106
402
$11.8K 0.01%
+76
403
$11.7K 0.01%
+295
404
$11.7K 0.01%
+44
405
$11.4K 0.01%
+450
406
$11.4K 0.01%
+120
407
$11.3K 0.01%
+251
408
$11.3K 0.01%
+127
409
$11.3K 0.01%
+100
410
$11.2K 0.01%
+364
411
$11.1K 0.01%
+275
412
$11.1K 0.01%
+2,500
413
$10.9K 0.01%
+200
414
$10.8K 0.01%
+505
415
$10.8K 0.01%
+141
416
$10.5K 0.01%
+311
417
$10.5K 0.01%
+101
418
$10.4K 0.01%
+970
419
$10.4K 0.01%
+100
420
$10.3K 0.01%
+63
421
$10.3K 0.01%
+200
422
$10.2K 0.01%
+100
423
$9.89K 0.01%
+250
424
$9.81K 0.01%
+43
425
$9.71K 0.01%
+242