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
$156M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$606K
3
+$598K
4
AAPL icon
Apple
AAPL
+$506K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K

Top Sells

1
+$892K
2
+$456K
3
+$218K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$78.2K

Sector Composition

1 Technology 13.11%
2 Consumer Staples 12.22%
3 Healthcare 6.23%
4 Financials 6.12%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.69%
14,434
+125
27
$1.06M 0.68%
3,242
+517
28
$957K 0.61%
5,847
+1,001
29
$951K 0.61%
17,842
+349
30
$932K 0.6%
8,532
+141
31
$896K 0.57%
7,844
32
$877K 0.56%
6,654
+525
33
$867K 0.55%
60,900
34
$866K 0.55%
3,351
+48
35
$861K 0.55%
3,156
+694
36
$831K 0.53%
3,907
+8
37
$822K 0.53%
3,408
+2
38
$794K 0.51%
5,940
+1,500
39
$783K 0.5%
6,822
+7
40
$774K 0.5%
17,986
-361
41
$768K 0.49%
12,920
+134
42
$758K 0.48%
14,400
+2,565
43
$752K 0.48%
12,703
+571
44
$710K 0.45%
3,074
45
$666K 0.43%
3,938
+363
46
$650K 0.42%
6,412
+2,699
47
$636K 0.41%
11,779
+629
48
$631K 0.4%
2,840
-143
49
$623K 0.4%
2,848
+106
50
$607K 0.39%
2,214
+174
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