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
151
$103K 0.05%
+1,502
152
$103K 0.05%
+3,554
153
$103K 0.05%
+934
154
$103K 0.05%
+300
155
$102K 0.05%
+1,421
156
$101K 0.05%
+851
157
$99.6K 0.05%
+200
158
$99K 0.05%
+6,485
159
$98.1K 0.05%
+848
160
$95.6K 0.05%
+1,828
161
$90.8K 0.05%
+2,251
162
$90.6K 0.05%
+823
163
$88.6K 0.05%
+802
164
$88.5K 0.05%
+4,459
165
$88.1K 0.05%
+716
166
$87.2K 0.05%
+5,362
167
$86.2K 0.05%
+500
168
$85.8K 0.04%
+700
169
$85.6K 0.04%
+236
170
$85.6K 0.04%
+621
171
$85.1K 0.04%
+2,358
172
$84.2K 0.04%
+2,938
173
$83.7K 0.04%
+79
174
$82.7K 0.04%
+668
175
$80.2K 0.04%
+206