FDW
Fourth Dimension Wealth Portfolio holdings
AUM
$237M
This Quarter Return
+10.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$237M
AUM Growth
+$29.9M
(+14%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
5.55%
Top 10 Holdings %
Top 10 Hldgs %
37.05%
Holding
659
New
30
Increased
124
Reduced
152
Closed
51
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.34M |
| 2 |
Vanguard Value ETF
VTV
|
$1.56M |
| 3 |
NVIDIA
NVDA
|
$547K |
| 4 |
Apple
AAPL
|
$437K |
| 5 |
Walmart
WMT
|
$334K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Communication Services | 2.95% |
| 4 | Healthcare | 1.85% |
| 5 | Financials | 1.76% |
