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
$156M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$606K
3
+$598K
4
AAPL icon
Apple
AAPL
+$506K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K

Top Sells

1
+$892K
2
+$456K
3
+$218K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$78.2K

Sector Composition

1 Technology 13.11%
2 Consumer Staples 12.22%
3 Healthcare 6.23%
4 Financials 6.12%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$453K 0.29%
11,371
+48
77
$438K 0.28%
2,985
+653
78
$435K 0.28%
5,565
-1,000
79
$433K 0.28%
2,038
+939
80
$423K 0.27%
20,430
+2,510
81
$415K 0.27%
1,201
+16
82
$407K 0.26%
8,062
-178
83
$405K 0.26%
19,280
84
$405K 0.26%
8,899
85
$400K 0.26%
7,880
86
$392K 0.25%
4,947
+7
87
$387K 0.25%
1,080
+71
88
$379K 0.24%
2,522
-64
89
$374K 0.24%
1,425
-250
90
$369K 0.24%
1,655
+488
91
$356K 0.23%
7,072
+56
92
$339K 0.22%
+2,022
93
$333K 0.21%
20,990
94
$333K 0.21%
2,294
+422
95
$332K 0.21%
7,137
+24
96
$329K 0.21%
1,497
-90
97
$325K 0.21%
2,944
+150
98
$324K 0.21%
+1,244
99
$309K 0.2%
11,288
+164
100
$305K 0.2%
2,422
2 3
4
5 6