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
501
$5.09K ﹤0.01%
+100
502
$4.99K ﹤0.01%
+50
503
$4.87K ﹤0.01%
+333
504
$4.86K ﹤0.01%
+100
505
$4.75K ﹤0.01%
+45
506
$4.72K ﹤0.01%
+447
507
$4.56K ﹤0.01%
+69
508
$4.54K ﹤0.01%
+1,000
509
$4.43K ﹤0.01%
+300
510
$4.4K ﹤0.01%
+100
511
$4.36K ﹤0.01%
+463
512
$4.27K ﹤0.01%
+200
513
$4.22K ﹤0.01%
+15
514
$4.19K ﹤0.01%
+10
515
$4.17K ﹤0.01%
+277
516
$4.15K ﹤0.01%
+71
517
$4.02K ﹤0.01%
+76
518
$3.96K ﹤0.01%
+80
519
$3.72K ﹤0.01%
+200
520
$3.71K ﹤0.01%
+71
521
$3.7K ﹤0.01%
+500
522
$3.63K ﹤0.01%
+100
523
$3.6K ﹤0.01%
+64
524
$3.5K ﹤0.01%
+400
525
$3.37K ﹤0.01%
+38
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