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
$216M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.4M
3
+$3.24M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.33M

Top Sells

1
+$273K
2
+$260K
3
+$238K
4
BX icon
Blackstone
BX
+$230K
5
KMB icon
Kimberly-Clark
KMB
+$205K

Sector Composition

1 Consumer Staples 11.18%
2 Technology 11.08%
3 Healthcare 5.14%
4 Financials 4.3%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.22%
4,445
-75
77
$481K 0.22%
4,694
-11
78
$472K 0.22%
6,049
-102
79
$470K 0.22%
2,809
+55
80
$466K 0.22%
8,920
-15
81
$465K 0.22%
31,463
+48
82
$462K 0.21%
3,708
+35
83
$459K 0.21%
4,885
+89
84
$454K 0.21%
7,960
-56
85
$445K 0.21%
24,953
-153
86
$438K 0.2%
860
-18
87
$437K 0.2%
2,244
+10
88
$403K 0.19%
6,497
+273
89
$396K 0.18%
7,880
90
$395K 0.18%
2,112
+90
91
$392K 0.18%
8,168
+54
92
$387K 0.18%
1,067
93
$385K 0.18%
2,013
+514
94
$379K 0.18%
2,391
+680
95
$352K 0.16%
809
+200
96
$348K 0.16%
1,566
+93
97
$347K 0.16%
6,981
98
$346K 0.16%
1,435
99
$334K 0.15%
18,713
-500
100
$325K 0.15%
2,232
-190
2 3
4
5 6