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
$202M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.76M
3
+$1.11M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$873K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$614K

Top Sells

1
+$1.37M
2
+$778K
3
+$281K
4
NKE icon
Nike
NKE
+$239K
5
CAT icon
Caterpillar
CAT
+$206K

Sector Composition

1 Consumer Staples 9.97%
2 Technology 8.29%
3 Healthcare 4.87%
4 Financials 3.27%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.19%
3,095
+4
77
$389K 0.19%
2,190
-45
78
$386K 0.19%
31,780
+1,360
79
$385K 0.19%
2,404
+8
80
$382K 0.19%
6,814
81
$372K 0.18%
4,508
82
$371K 0.18%
2,224
83
$369K 0.18%
31,595
+54
84
$363K 0.18%
8,993
+42
85
$358K 0.18%
6,387
-44
86
$344K 0.17%
3,726
+42
87
$332K 0.16%
5,349
-700
88
$316K 0.16%
2,612
89
$301K 0.15%
6,954
-84
90
$299K 0.15%
1,119
+51
91
$298K 0.15%
3,654
+2
92
$298K 0.15%
8,205
+11
93
$292K 0.14%
7,560
-35
94
$290K 0.14%
2,832
+77
95
$287K 0.14%
18,679
-168
96
$285K 0.14%
2,112
97
$285K 0.14%
18,527
98
$279K 0.14%
9,763
+23
99
$274K 0.14%
2,232
100
$257K 0.13%
5,347
2 3
4
5 6