FDW

Fourth Dimension Wealth Portfolio holdings

AUM $274M
1-Year Est. Return 17.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.33M
3
+$1.17M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$970K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$730K

Top Sells

1
+$2.11M
2
+$1.49M
3
+$435K
4
AAPL icon
Apple
AAPL
+$430K
5
WMT icon
Walmart Inc
WMT
+$326K

Sector Composition

1 Technology 11.81%
2 Consumer Discretionary 3.61%
3 Communication Services 2.95%
4 Healthcare 1.85%
5 Financials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.2K 0.03%
2,057
202
$67K 0.03%
520
203
$66.2K 0.03%
6,104
+15
204
$64.8K 0.03%
253
+132
205
$64.3K 0.03%
580
206
$63.5K 0.03%
1,114
-986
207
$62.1K 0.03%
1,150
208
$59K 0.02%
200
-468
209
$58.2K 0.02%
266
+200
210
$58K 0.02%
150
211
$57.4K 0.02%
572
212
$55.9K 0.02%
1,411
-91
213
$55.8K 0.02%
1,390
-23
214
$55K 0.02%
1,416
-741
215
$53.9K 0.02%
1,100
216
$52.7K 0.02%
681
+29
217
$52.3K 0.02%
600
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218
$52.1K 0.02%
383
219
$51.4K 0.02%
250
+230
220
$51.4K 0.02%
932
-488
221
$50.9K 0.02%
4,267
222
$50.8K 0.02%
899
+1
223
$50.7K 0.02%
714
-1,100
224
$50K 0.02%
179
225
$49.9K 0.02%
475
7 8
9
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