WDG

Wealth Dimensions Group Portfolio holdings

AUM $486M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.42M
3
+$7.96M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.46%
2 Technology 12.43%
3 Healthcare 6.86%
4 Consumer Discretionary 3.82%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$724K 0.63%
+17,553
27
$711K 0.61%
+3,021
28
$702K 0.61%
+11,324
29
$689K 0.59%
+7,881
30
$689K 0.59%
+7,502
31
$650K 0.56%
+17,664
32
$643K 0.56%
+13,799
33
$643K 0.56%
+10,945
34
$642K 0.55%
+4,211
35
$631K 0.54%
+7,200
36
$605K 0.52%
+4,758
37
$601K 0.52%
+6,249
38
$547K 0.47%
+3,018
39
$547K 0.47%
+25,196
40
$538K 0.46%
+2,765
41
$531K 0.46%
+3,146
42
$526K 0.45%
+31,321
43
$517K 0.45%
+11,542
44
$513K 0.44%
+2,617
45
$512K 0.44%
+4,409
46
$509K 0.44%
+4,747
47
$509K 0.44%
+2,196
48
$477K 0.41%
+1,883
49
$475K 0.41%
+7,738
50
$472K 0.41%
+6,881
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