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
$129M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$573K
3
+$558K
4
MCD icon
McDonald's
MCD
+$314K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$278K

Top Sells

1
+$237K
2
+$205K
3
+$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.8K

Sector Composition

1 Consumer Staples 13.92%
2 Technology 13.42%
3 Healthcare 6.81%
4 Consumer Discretionary 3.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.41%
31,321
52
$528K 0.41%
4,642
+834
53
$521K 0.4%
6,866
+2,481
54
$515K 0.4%
5,116
-499
55
$510K 0.4%
1,983
+100
56
$509K 0.4%
6,881
57
$507K 0.39%
4,682
-65
58
$498K 0.39%
2,618
-52
59
$496K 0.39%
3,893
60
$489K 0.38%
1,342
+4
61
$481K 0.37%
7,738
62
$469K 0.36%
7,169
+33
63
$468K 0.36%
12,998
-90
64
$463K 0.36%
1,907
65
$446K 0.35%
8,713
66
$444K 0.34%
1,202
67
$438K 0.34%
3,095
+4
68
$435K 0.34%
11,603
+1,435
69
$432K 0.34%
2,017
+501
70
$430K 0.33%
4,680
71
$424K 0.33%
1,666
+170
72
$412K 0.32%
11,311
+12
73
$407K 0.32%
4,586
+112
74
$400K 0.31%
2,482
75
$394K 0.31%
19,280
1 2
3
4 5