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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.42M
3
+$7.96M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.46%
2 Technology 12.43%
3 Healthcare 6.86%
4 Consumer Discretionary 3.82%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.41%
+3,893
52
$466K 0.4%
+4,253
53
$460K 0.4%
+1,907
54
$460K 0.4%
+1,338
55
$459K 0.4%
+60,900
56
$457K 0.39%
+5,615
57
$450K 0.39%
+3,808
58
$429K 0.37%
+2,670
59
$427K 0.37%
+1,202
60
$426K 0.37%
+1,985
61
$416K 0.36%
+13,088
62
$412K 0.36%
+19,280
63
$401K 0.35%
+4,680
64
$394K 0.34%
+3,091
65
$384K 0.33%
+7,136
66
$370K 0.32%
+4,474
67
$363K 0.31%
+2,482
68
$361K 0.31%
+11,299
69
$357K 0.31%
+8,713
70
$357K 0.31%
+4,940
71
$345K 0.3%
+2,324
72
$343K 0.3%
+1,716
73
$342K 0.3%
+7,128
74
$329K 0.28%
+20,990
75
$320K 0.28%
+4,385
1 2
3
4 5