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
$129M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$573K
3
+$558K
4
MCD icon
McDonald's
MCD
+$314K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$278K

Top Sells

1
+$237K
2
+$205K
3
+$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.8K

Sector Composition

1 Consumer Staples 13.92%
2 Technology 13.42%
3 Healthcare 6.81%
4 Consumer Discretionary 3.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.19%
1,806
+108
102
$238K 0.18%
1,616
+6
103
$237K 0.18%
7,604
104
$235K 0.18%
+9,800
105
$225K 0.17%
1,791
106
$223K 0.17%
+5,806
107
$217K 0.17%
1,171
108
$215K 0.17%
1,545
-26
109
$214K 0.17%
3,910
110
$212K 0.16%
999
+26
111
$212K 0.16%
2,498
112
$204K 0.16%
+2,902
113
$203K 0.16%
+3,353
114
$203K 0.16%
+3,460
115
$195K 0.15%
12,100
116
$183K 0.14%
13,573
117
$157K 0.12%
10,736
118
$10K 0.01%
1,000
119
– –
-3,469
120
– –
-2,118
121
– –
-2,205
1 2 3 4
5