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
$216M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.4M
3
+$3.24M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.33M

Top Sells

1
+$273K
2
+$260K
3
+$238K
4
BX icon
Blackstone
BX
+$230K
5
KMB icon
Kimberly-Clark
KMB
+$205K

Sector Composition

1 Consumer Staples 11.18%
2 Technology 11.08%
3 Healthcare 5.14%
4 Financials 4.3%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.33%
4,350
-108
52
$682K 0.32%
4,464
-297
53
$680K 0.31%
1,541
+244
54
$667K 0.31%
12,541
-390
55
$662K 0.31%
2,301
+407
56
$650K 0.3%
2,854
+28
57
$625K 0.29%
11,217
+91
58
$617K 0.29%
4,497
-114
59
$599K 0.28%
11,765
+69
60
$591K 0.27%
1,424
+1
61
$585K 0.27%
2,849
+1
62
$580K 0.27%
76,125
+15,225
63
$570K 0.26%
7,726
64
$569K 0.26%
+2,392
65
$563K 0.26%
1,575
+167
66
$560K 0.26%
7,721
+10
67
$552K 0.26%
11,977
+45
68
$537K 0.25%
4,537
+233
69
$520K 0.24%
1,541
70
$508K 0.24%
6,899
71
$496K 0.23%
2,235
+380
72
$492K 0.23%
3,782
+30
73
$487K 0.23%
3,087
+4
74
$485K 0.22%
2,400
+16
75
$482K 0.22%
2,266
1 2
3
4 5