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
$156M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$606K
3
+$598K
4
AAPL icon
Apple
AAPL
+$506K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K

Top Sells

1
+$892K
2
+$456K
3
+$218K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$78.2K

Sector Composition

1 Technology 13.11%
2 Consumer Staples 12.22%
3 Healthcare 6.23%
4 Financials 6.12%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.39%
+7,726
52
$601K 0.38%
4,660
+76
53
$598K 0.38%
+10,033
54
$591K 0.38%
10,864
+173
55
$567K 0.36%
4,938
+355
56
$561K 0.36%
1,421
+51
57
$549K 0.35%
1,894
-13
58
$537K 0.34%
31,321
59
$536K 0.34%
6,867
60
$533K 0.34%
26,140
+942
61
$525K 0.34%
12,973
+165
62
$517K 0.33%
3,893
63
$511K 0.33%
7,958
+298
64
$511K 0.33%
4,325
+14
65
$508K 0.33%
2,322
+222
66
$490K 0.31%
1,408
+499
67
$487K 0.31%
4,834
68
$485K 0.31%
4,499
+99
69
$484K 0.31%
1,427
+361
70
$484K 0.31%
2,384
-210
71
$480K 0.31%
7,738
72
$480K 0.31%
1,501
+642
73
$479K 0.31%
4,681
74
$464K 0.3%
3,100
+3
75
$454K 0.29%
4,787
1 2
3
4 5