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
551
$2.02K ﹤0.01%
+88
552
$1.8K ﹤0.01%
+25
553
$1.79K ﹤0.01%
+228
554
$1.7K ﹤0.01%
+50
555
$1.65K ﹤0.01%
+53
556
$1.63K ﹤0.01%
+21
557
$1.56K ﹤0.01%
+157
558
$1.45K ﹤0.01%
+25
559
– –
0
560
$1.4K ﹤0.01%
+27
561
$1.39K ﹤0.01%
+61
562
$1.38K ﹤0.01%
+53
563
$1.33K ﹤0.01%
+100
564
$1.32K ﹤0.01%
+9
565
$1.3K ﹤0.01%
+27
566
$1.26K ﹤0.01%
+10
567
$1.25K ﹤0.01%
+34
568
$1.25K ﹤0.01%
+11
569
$1.18K ﹤0.01%
+6
570
$1.16K ﹤0.01%
+30
571
$1.12K ﹤0.01%
+1,000
572
$1.08K ﹤0.01%
+14
573
$1.06K ﹤0.01%
+18
574
$1.01K ﹤0.01%
+55
575
$952 ﹤0.01%
+15
21 22
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