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
$202M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.76M
3
+$1.11M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$873K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$614K

Top Sells

1
+$1.37M
2
+$778K
3
+$281K
4
NKE icon
Nike
NKE
+$239K
5
CAT icon
Caterpillar
CAT
+$206K

Sector Composition

1 Consumer Staples 9.97%
2 Technology 8.29%
3 Healthcare 4.87%
4 Financials 3.27%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.27%
1,657
+1
52
$537K 0.27%
4,757
+242
53
$525K 0.26%
7,714
-16
54
$513K 0.25%
2,858
+4
55
$509K 0.25%
2,706
+342
56
$501K 0.25%
12,416
-134
57
$475K 0.24%
5,036
+143
58
$464K 0.23%
2,812
59
$458K 0.23%
3,853
+68
60
$458K 0.23%
2,803
-41
61
$451K 0.22%
2,400
+16
62
$448K 0.22%
12,085
+56
63
$445K 0.22%
11,137
+1
64
$445K 0.22%
1,565
65
$443K 0.22%
11,668
-97
66
$435K 0.22%
861
-1
67
$434K 0.21%
7,726
68
$429K 0.21%
16,643
-3,451
69
$418K 0.21%
1,954
-340
70
$417K 0.21%
859
+50
71
$415K 0.21%
4,292
-112
72
$412K 0.2%
2,410
+2
73
$400K 0.2%
4,824
+10
74
$397K 0.2%
1,542
+1
75
$395K 0.2%
7,880
1 2
3
4 5