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
$156M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$606K
3
+$598K
4
AAPL icon
Apple
AAPL
+$506K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K

Top Sells

1
+$892K
2
+$456K
3
+$218K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$78.2K

Sector Composition

1 Technology 13.11%
2 Consumer Staples 12.22%
3 Healthcare 6.23%
4 Financials 6.12%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.19%
+751
102
$291K 0.19%
3,092
103
$281K 0.18%
5,347
104
$275K 0.18%
3,218
105
$262K 0.17%
7,604
106
$253K 0.16%
2,355
-150
107
$251K 0.16%
750
108
$251K 0.16%
5,892
+892
109
$248K 0.16%
1,616
110
$243K 0.16%
4,635
-496
111
$240K 0.15%
+1,607
112
$240K 0.15%
2,751
113
$237K 0.15%
609
-20
114
$235K 0.15%
1,171
115
$235K 0.15%
+3,557
116
$229K 0.15%
3,818
+62
117
$224K 0.14%
1,755
+126
118
$217K 0.14%
+380
119
$215K 0.14%
3,530
+129
120
$214K 0.14%
3,910
121
$207K 0.13%
+1,777
122
$206K 0.13%
+1,000
123
$205K 0.13%
+2,707
124
$203K 0.13%
1,530
-15
125
$201K 0.13%
3,460
2 3 4
5
6