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
$147M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.2M
3
+$2.28M
4
PG icon
Procter & Gamble
PG
+$594K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$400K

Top Sells

1
+$251K
2
+$249K
3
+$235K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K
5
HD icon
Home Depot
HD
+$79.7K

Sector Composition

1 Technology 13.14%
2 Consumer Staples 12.45%
3 Healthcare 6.22%
4 Financials 5.46%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.69%
60,900
27
$982K 0.67%
17,493
-92
28
$980K 0.66%
7,820
+520
29
$950K 0.64%
3,899
-66
30
$948K 0.64%
8,391
-41
31
$915K 0.62%
7,844
-37
32
$869K 0.59%
2,725
-250
33
$814K 0.55%
6,129
+1,636
34
$811K 0.55%
12,132
+201
35
$795K 0.54%
6,815
+813
36
$787K 0.53%
3,406
+21
37
$754K 0.51%
4,846
-267
38
$748K 0.51%
3,303
+135
39
$728K 0.49%
12,786
-1,013
40
$718K 0.49%
18,347
+53
41
$706K 0.48%
3,074
-13
42
$684K 0.46%
2,462
+227
43
$665K 0.45%
2,983
+218
44
$655K 0.44%
4,584
+260
45
$636K 0.43%
11,835
+325
46
$629K 0.43%
2,742
+22
47
$628K 0.43%
3,575
+125
48
$625K 0.42%
11,150
+150
49
$567K 0.38%
10,691
-701
50
$559K 0.38%
31,321
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2
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