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
176
$78.2K 0.04%
+2,192
177
$77.7K 0.04%
+240
178
$77.2K 0.04%
+4,842
179
$76.5K 0.04%
+372
180
$74.7K 0.04%
+1,100
181
$74.5K 0.04%
+2,628
182
$72.6K 0.04%
+722
183
$71.9K 0.04%
+2,294
184
$71.4K 0.04%
+2,566
185
$71.2K 0.04%
+257
186
$71.2K 0.04%
+812
187
$70.1K 0.04%
+1,161
188
$69K 0.04%
+641
189
$68.1K 0.04%
+520
190
$67.4K 0.04%
+407
191
$67.2K 0.04%
+687
192
$67K 0.04%
+1,067
193
$66.9K 0.03%
+900
194
$66.7K 0.03%
+150
195
$66.5K 0.03%
+1,420
196
$64.5K 0.03%
+1,100
197
$63.2K 0.03%
+125
198
$62.4K 0.03%
+484
199
$61.2K 0.03%
+368
200
$61.2K 0.03%
+160
6 7
8
9 10