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
$351M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.85M
3
+$1.46M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.14M
5
ORGO icon
Organogenesis Holdings
ORGO
+$929K

Top Sells

1
+$822K
2
+$481K
3
+$430K
4
SBUX icon
Starbucks
SBUX
+$267K
5
NSC icon
Norfolk Southern
NSC
+$246K

Sector Composition

1 Technology 10.89%
2 Consumer Staples 8.69%
3 Healthcare 3.73%
4 Financials 1.94%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.58%
17,731
-1,040
27
$2.03M 0.58%
13,906
-1,070
28
$2.01M 0.57%
11,499
-666
29
$1.96M 0.56%
15,834
-613
30
$1.94M 0.55%
10,586
+57
31
$1.9M 0.54%
14,204
-161
32
$1.9M 0.54%
7,852
-382
33
$1.86M 0.53%
12,215
-643
34
$1.46M 0.42%
14,559
+197
35
$1.4M 0.4%
14,417
-4,425
36
$1.35M 0.38%
23,784
-477
37
$1.18M 0.34%
7,408
-1,312
38
$1.14M 0.33%
407,965
+331,840
39
$1.12M 0.32%
3,599
-125
40
$1.09M 0.31%
4,067
+281
41
$1.07M 0.31%
12,774
+281
42
$1.06M 0.3%
5,221
-287
43
$1.05M 0.3%
5,782
+159
44
$1.05M 0.3%
6,155
-519
45
$1.03M 0.29%
24,759
+16,519
46
$948K 0.27%
3,720
-21
47
$947K 0.27%
8,875
+67
48
$944K 0.27%
7,994
49
$937K 0.27%
4,706
+2
50
$834K 0.24%
2,211
+92
1
2
3 4 5