WDG
Wealth Dimensions Group Portfolio holdings
AUM
$454M
This Quarter Return
+8.46%
1 Year Return
+12.81%
3 Year Return
+45.27%
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(+31%)
Cap. Flow
+$33.2M
Cap. Flow
% of AUM
16.28%
Top 10 Holdings %
Top 10 Hldgs %
56.69%
Holding
134
New
4
Increased
55
Reduced
40
Closed
3
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$20.3M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$10.1M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$972K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$545K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$389K |
Top Sells
| 1 |
Tesla
TSLA
|
$333K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$299K |
| 3 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$206K |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$200K |
| 5 |
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
|
$189K |
Sector Composition
| 1 | Technology | 12.39% |
| 2 | Consumer Staples | 10.86% |
| 3 | Healthcare | 5.09% |
| 4 | Financials | 4.72% |
| 5 | Consumer Discretionary | 3.28% |
