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
$147M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.2M
3
+$2.28M
4
PG icon
Procter & Gamble
PG
+$594K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$400K

Top Sells

1
+$251K
2
+$249K
3
+$235K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K
5
HD icon
Home Depot
HD
+$79.7K

Sector Composition

1 Technology 13.14%
2 Consumer Staples 12.45%
3 Healthcare 6.22%
4 Financials 5.46%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.27%
+7,880
77
$400K 0.27%
4,940
78
$389K 0.26%
3,713
+817
79
$387K 0.26%
2,332
-150
80
$387K 0.26%
7,016
81
$383K 0.26%
2,586
+262
82
$380K 0.26%
1,587
-79
83
$371K 0.25%
1,066
-200
84
$362K 0.25%
1,675
+59
85
$358K 0.24%
1,009
-35
86
$358K 0.24%
17,920
-360
87
$344K 0.23%
20,990
88
$334K 0.23%
7,113
+54
89
$332K 0.23%
909
+187
90
$312K 0.21%
2,794
+62
91
$302K 0.2%
2,422
92
$298K 0.2%
3,092
93
$294K 0.2%
11,124
94
$289K 0.2%
1,872
+66
95
$280K 0.19%
5,347
96
$278K 0.19%
5,131
-18
97
$278K 0.19%
629
98
$276K 0.19%
3,218
+720
99
$273K 0.19%
1,167
+168
100
$270K 0.18%
2,505
1 2 3
4
5