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
$339M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$931K
3
+$904K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$843K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$476K

Top Sells

1
+$783K
2
+$641K
3
+$639K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$295K
5
PG icon
Procter & Gamble
PG
+$265K

Sector Composition

1 Technology 10.63%
2 Consumer Staples 8.37%
3 Healthcare 3.66%
4 Financials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.64%
16,447
-426
27
$2.17M 0.64%
11,599
-41
28
$2.16M 0.64%
41,814
-1,304
29
$2.06M 0.61%
8,234
-57
30
$2.04M 0.6%
12,858
-681
31
$2.01M 0.59%
11,138
-256
32
$2.01M 0.59%
14,365
-132
33
$1.85M 0.55%
18,842
+21
34
$1.6M 0.47%
10,529
+175
35
$1.4M 0.41%
24,261
-268
36
$1.39M 0.41%
14,362
+136
37
$1.22M 0.36%
8,720
+910
38
$1.1M 0.33%
5,508
-235
39
$1.1M 0.32%
6,674
-789
40
$1.08M 0.32%
12,493
-401
41
$1.06M 0.31%
3,724
-48
42
$1.05M 0.31%
3,741
43
$993K 0.29%
7,994
44
$984K 0.29%
3,786
+2
45
$974K 0.29%
8,808
+2
46
$951K 0.28%
2,478
+37
47
$856K 0.25%
2,036
-175
48
$849K 0.25%
5,623
+161
49
$840K 0.25%
5,322
-210
50
$837K 0.25%
4,337
+1,575
1
2
3 4 5