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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$9.42M
3
+$7.96M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$7.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 15.46%
2 Technology 12.43%
3 Healthcare 6.86%
4 Consumer Discretionary 3.82%
5 Financials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.18%
+1,209
102
$212K 0.18%
+1,571
103
$212K 0.18%
+2,422
104
$206K 0.18%
+1,171
105
$205K 0.18%
+2,205
106
$202K 0.17%
+750
107
$202K 0.17%
+5,022
108
$200K 0.17%
+2,118
109
$193K 0.17%
+12,100
110
$175K 0.15%
+13,573
111
$151K 0.13%
+10,736
112
$10K 0.01%
+1,000
1 2 3 4
5