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
$129M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$573K
3
+$558K
4
MCD icon
McDonald's
MCD
+$314K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$278K

Top Sells

1
+$237K
2
+$205K
3
+$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.8K

Sector Composition

1 Consumer Staples 13.92%
2 Technology 13.42%
3 Healthcare 6.81%
4 Consumer Discretionary 3.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.3%
3,760
+680
77
$387K 0.3%
4,940
78
$374K 0.29%
7,016
+2,120
79
$373K 0.29%
1,266
+312
80
$333K 0.26%
1,044
+109
81
$329K 0.26%
2,324
82
$327K 0.25%
20,990
83
$320K 0.25%
7,059
-69
84
$319K 0.25%
6,497
+12
85
$303K 0.24%
2,896
+74
86
$299K 0.23%
2,732
87
$281K 0.22%
750
88
$279K 0.22%
3,092
-120
89
$277K 0.22%
1,616
-100
90
$276K 0.21%
5,347
91
$276K 0.21%
2,422
92
$271K 0.21%
5,149
-200
93
$271K 0.21%
11,124
-1,589
94
$270K 0.21%
2,505
95
$264K 0.21%
629
-8
96
$257K 0.2%
+722
97
$251K 0.19%
+1,242
98
$249K 0.19%
1,255
+46
99
$244K 0.19%
+18,280
100
$242K 0.19%
5,022
1 2 3
4
5