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
$216M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.4M
3
+$3.24M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.33M

Top Sells

1
+$273K
2
+$260K
3
+$238K
4
BX icon
Blackstone
BX
+$230K
5
KMB icon
Kimberly-Clark
KMB
+$205K

Sector Composition

1 Consumer Staples 11.18%
2 Technology 11.08%
3 Healthcare 5.14%
4 Financials 4.3%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.64%
12,717
+161
27
$1.37M 0.63%
5,960
28
$1.31M 0.6%
11,694
-68
29
$1.27M 0.59%
15,509
+408
30
$1.17M 0.54%
7,182
+539
31
$1.15M 0.53%
8,562
+1,101
32
$1.09M 0.5%
17,725
+3,402
33
$1.07M 0.49%
7,844
34
$1.06M 0.49%
3,019
+19
35
$1.01M 0.47%
3,364
+63
36
$950K 0.44%
8,808
+7
37
$942K 0.44%
19,009
+545
38
$927K 0.43%
3,748
+17
39
$926K 0.43%
3,830
+8
40
$916K 0.42%
12,540
+60
41
$915K 0.42%
3,296
+1,082
42
$894K 0.41%
3,122
+52
43
$882K 0.41%
2,454
+48
44
$868K 0.4%
6,772
-40
45
$864K 0.4%
16,692
-963
46
$858K 0.4%
6,293
-258
47
$852K 0.39%
6,120
+180
48
$772K 0.36%
13,453
-90
49
$765K 0.35%
28,050
+8,340
50
$765K 0.35%
14,260
-110
1
2
3 4 5