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
$339M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$931K
3
+$904K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$843K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$476K

Top Sells

1
+$783K
2
+$641K
3
+$639K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$295K
5
PG icon
Procter & Gamble
PG
+$265K

Sector Composition

1 Technology 10.63%
2 Consumer Staples 8.37%
3 Healthcare 3.66%
4 Financials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.24%
4,525
+59
52
$807K 0.24%
4,224
53
$796K 0.24%
4,704
-45
54
$772K 0.23%
13,514
+25
55
$759K 0.22%
12,490
-60
56
$750K 0.22%
16,980
+141
57
$749K 0.22%
7,113
-638
58
$748K 0.22%
4,256
+147
59
$737K 0.22%
1,659
-107
60
$729K 0.22%
2,119
+4
61
$726K 0.21%
1,595
-3
62
$713K 0.21%
1,484
+1
63
$708K 0.21%
3,368
64
$686K 0.2%
5,573
65
$648K 0.19%
23,337
+7,481
66
$621K 0.18%
2,437
-8
67
$617K 0.18%
7,726
68
$611K 0.18%
8,520
-151
69
$611K 0.18%
16,886
+30
70
$601K 0.18%
4,912
-489
71
$599K 0.18%
3,423
-63
72
$593K 0.18%
4,722
-67
73
$592K 0.17%
11,863
-193
74
$584K 0.17%
3,196
75
$568K 0.17%
11,872
+2,686
1 2
3
4 5