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
$129M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$573K
3
+$558K
4
MCD icon
McDonald's
MCD
+$314K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$278K

Top Sells

1
+$237K
2
+$205K
3
+$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.8K

Sector Composition

1 Consumer Staples 13.92%
2 Technology 13.42%
3 Healthcare 6.81%
4 Consumer Discretionary 3.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$987K 0.77%
3,965
+41
27
$981K 0.76%
17,565
+12
28
$915K 0.71%
8,432
+930
29
$908K 0.71%
2,975
+25
30
$812K 0.63%
7,881
31
$778K 0.6%
5,113
+355
32
$763K 0.59%
13,799
33
$759K 0.59%
3,385
+1,400
34
$755K 0.59%
7,300
+100
35
$753K 0.58%
11,931
+607
36
$705K 0.55%
3,168
+147
37
$685K 0.53%
6,002
-247
38
$663K 0.51%
18,294
+630
39
$640K 0.5%
11,000
+55
40
$637K 0.49%
3,450
+432
41
$606K 0.47%
26,503
+1,307
42
$601K 0.47%
2,720
+103
43
$599K 0.47%
11,510
+5,335
44
$589K 0.46%
11,392
-150
45
$577K 0.45%
3,087
-59
46
$573K 0.45%
4,324
+113
47
$571K 0.44%
2,235
+39
48
$571K 0.44%
2,765
49
$547K 0.42%
4,493
+84
50
$544K 0.42%
4,543
+290
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