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
$339M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$931K
3
+$904K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$843K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$476K

Top Sells

1
+$783K
2
+$641K
3
+$639K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$295K
5
PG icon
Procter & Gamble
PG
+$265K

Sector Composition

1 Technology 10.63%
2 Consumer Staples 8.37%
3 Healthcare 3.66%
4 Financials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$564K 0.17%
1,162
-79
77
$552K 0.16%
10,180
78
$525K 0.16%
12,507
+44
79
$516K 0.15%
1,073
-15
80
$511K 0.15%
2,398
81
$509K 0.15%
3,008
+4
82
$490K 0.14%
1,755
-173
83
$481K 0.14%
4,229
+94
84
$477K 0.14%
7,793
-213
85
$468K 0.14%
5,111
-32
86
$463K 0.14%
2,025
-24
87
$439K 0.13%
7,298
+65
88
$439K 0.13%
10,059
89
$431K 0.13%
3,250
-90
90
$427K 0.13%
1,233
+282
91
$419K 0.12%
4,082
-270
92
$410K 0.12%
4,870
93
$404K 0.12%
985
+4
94
$404K 0.12%
8,044
+18
95
$390K 0.12%
4,885
96
$380K 0.11%
5,613
+528
97
$378K 0.11%
1,255
-69
98
$375K 0.11%
+617
99
$365K 0.11%
2,868
-56
100
$364K 0.11%
29,995
-800
2 3
4
5 6