WDG
Wealth Dimensions Group Portfolio holdings
AUM
$454M
This Quarter Return
+11.6%
1 Year Return
+12.81%
3 Year Return
+45.27%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
53.09%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$15.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$9.42M |
| 3 |
Apple
AAPL
|
$7.96M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$7.09M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 15.46% |
| 2 | Technology | 12.43% |
| 3 | Healthcare | 6.86% |
| 4 | Consumer Discretionary | 3.82% |
| 5 | Financials | 2.72% |
