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
451
$7.99K ﹤0.01%
+250
452
$7.97K ﹤0.01%
+38
453
$7.95K ﹤0.01%
+238
454
$7.91K ﹤0.01%
+359
455
$7.9K ﹤0.01%
+148
456
$7.78K ﹤0.01%
+425
457
$7.75K ﹤0.01%
+171
458
$7.72K ﹤0.01%
+600
459
$7.45K ﹤0.01%
+100
460
– –
0
461
$7.28K ﹤0.01%
+91
462
$7.24K ﹤0.01%
+259
463
$7.21K ﹤0.01%
+54
464
$7.01K ﹤0.01%
+50
465
$7.01K ﹤0.01%
+193
466
$6.98K ﹤0.01%
+146
467
$6.96K ﹤0.01%
+158
468
$6.95K ﹤0.01%
+144
469
$6.89K ﹤0.01%
+13
470
$6.87K ﹤0.01%
+210
471
$6.82K ﹤0.01%
+37
472
$6.81K ﹤0.01%
+100
473
$6.78K ﹤0.01%
+200
474
$6.63K ﹤0.01%
+100
475
$6.59K ﹤0.01%
+200
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