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
$147M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.2M
3
+$2.28M
4
PG icon
Procter & Gamble
PG
+$594K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$400K

Top Sells

1
+$251K
2
+$249K
3
+$235K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K
5
HD icon
Home Depot
HD
+$79.7K

Sector Composition

1 Technology 13.14%
2 Consumer Staples 12.45%
3 Healthcare 6.22%
4 Financials 5.46%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.38%
2,040
+133
52
$548K 0.37%
25,198
-1,305
53
$547K 0.37%
1,907
-76
54
$546K 0.37%
3,893
55
$542K 0.37%
4,440
+680
56
$542K 0.37%
6,867
+1
57
$539K 0.37%
1,370
+28
58
$529K 0.36%
4,583
-59
59
$520K 0.35%
6,565
-316
60
$514K 0.35%
7,660
+491
61
$510K 0.35%
4,834
-282
62
$503K 0.34%
2,594
-24
63
$500K 0.34%
4,311
-232
64
$496K 0.34%
4,400
-282
65
$491K 0.33%
12,808
-190
66
$477K 0.32%
4,681
+1
67
$474K 0.32%
4,787
+201
68
$473K 0.32%
2,100
+83
69
$468K 0.32%
7,738
70
$467K 0.32%
3,097
+2
71
$453K 0.31%
11,323
+12
72
$448K 0.3%
1,185
-17
73
$425K 0.29%
8,240
+1,743
74
$424K 0.29%
8,899
+186
75
$418K 0.28%
19,280
1 2
3
4 5