WDG

Wealth Dimensions Group Portfolio holdings

AUM $419M
AUM
$419M
AUM Growth
+$10.7M
Cap. Flow
+$16.7M
Cap. Flow %
3.98%
Top 10 Hldgs %
57.14%
Holding
162
New
9
Increased
82
Reduced
47
Closed
2

Top Buys

1
$2.37M
2
$1.74M
3
$1.48M
4
$1.22M
5
$1.21M

Top Sells

1
$1.72M
2
$211K
3
$111K
4
$110K
5
$93.5K

Sector Composition

1Technology9.47%
2Consumer Staples7.76%
3Healthcare3.47%
4Financials2.53%
5Industrials2.05%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$665K0.16%4,758
-57
-1%
-$7.97K
$665K0.16%4,189
-30
-0.7%
-$4.76K
$653K0.16%1,463
+151
+12%
+$67.4K
$652K0.16%14,370
+1,823
+15%
+$82.7K
$650K0.16%3,812
-500
-12%
-$85.3K
$628K0.15%4,736
+481
+11%
+$63.8K
$628K0.15%673
+6
+0.9%
+$5.6K
$610K0.15%7,473
+121
+2%
+$9.88K
$606K0.14%1,729
-53
-3%
-$18.6K
$595K0.14%9,802
+5,604
+133%
+$340K
$588K0.14%14,090
-162
-1%
-$6.76K
$582K0.14%20,584
+27
+0.1%
+$764
$581K0.14%9,532
+400
+4%
+$24.4K
$581K0.14%1,902
+299
+19%
+$91.3K
$581K0.14%5,883
-171
-3%
-$16.9K
$575K0.14%2,466
-24
-1%
-$5.6K
$567K0.14%2,447
+108
+5%
+$25K
$562K0.13%8,297
-290
-3%
-$19.6K
$559K0.13%7,591
+427
+6%
+$31.5K
$542K0.13%10,663
+109
+1%
+$5.54K
$538K0.13%2,426
+4
+0.2%
+$887
$518K0.12%3,456
+234
+7%
+$35.1K
$514K0.12%1,094
+3
+0.3%
+$1.41K
$511K0.12%2,950
+4
+0.1%
+$693
$492K0.12%8,189
+44
+0.5%
+$2.64K
1 234567