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
$351M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.85M
3
+$1.46M
4
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.14M
5
ORGO icon
Organogenesis Holdings
ORGO
+$929K

Top Sells

1
+$822K
2
+$481K
3
+$430K
4
SBUX icon
Starbucks
SBUX
+$267K
5
NSC icon
Norfolk Southern
NSC
+$246K

Sector Composition

1 Technology 10.89%
2 Consumer Staples 8.69%
3 Healthcare 3.73%
4 Financials 1.94%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$828K 0.24%
5,291
-31
52
$814K 0.23%
2,365
-113
53
$809K 0.23%
1,689
+30
54
$804K 0.23%
1,607
+123
55
$797K 0.23%
4,645
+120
56
$771K 0.22%
3,897
-359
57
$771K 0.22%
1,895
-141
58
$740K 0.21%
1,468
+306
59
$735K 0.21%
7,027
-86
60
$731K 0.21%
12,491
+1
61
$717K 0.2%
5,079
+357
62
$701K 0.2%
14,039
+525
63
$693K 0.2%
5,725
+152
64
$686K 0.2%
3,965
-259
65
$684K 0.2%
3,373
+5
66
$666K 0.19%
23,791
+454
67
$665K 0.19%
+1,180
68
$652K 0.19%
1,396
-199
69
$638K 0.18%
3,507
-830
70
$612K 0.17%
7,890
-630
71
$599K 0.17%
3,279
+83
72
$598K 0.17%
7,597
-129
73
$589K 0.17%
3,670
+420
74
$576K 0.16%
16,198
-688
75
$545K 0.16%
2,471
+34
1 2
3
4 5