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
426
$9.6K 0.01%
+200
427
$9.59K 0.01%
+162
428
$9.53K 0.01%
+125
429
0
430
$9.34K ﹤0.01%
+53
431
$9.28K ﹤0.01%
+34
432
$9.26K ﹤0.01%
+174
433
$9.26K ﹤0.01%
+300
434
$9.08K ﹤0.01%
+500
435
$9.03K ﹤0.01%
+144
436
$8.9K ﹤0.01%
+240
437
$8.76K ﹤0.01%
+41
438
$8.76K ﹤0.01%
+75
439
$8.5K ﹤0.01%
+100
440
$8.47K ﹤0.01%
+550
441
$8.35K ﹤0.01%
+117
442
0
443
$8.27K ﹤0.01%
+1,428
444
$8.23K ﹤0.01%
+89
445
$8.2K ﹤0.01%
+200
446
$8.18K ﹤0.01%
+91
447
$8.17K ﹤0.01%
+65
448
0
449
$8.14K ﹤0.01%
+30
450
$8.06K ﹤0.01%
+300