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
$216M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$3.4M
3
+$3.24M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.82M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.33M

Top Sells

1
+$273K
2
+$260K
3
+$238K
4
BX icon
Blackstone
BX
+$230K
5
KMB icon
Kimberly-Clark
KMB
+$205K

Sector Composition

1 Consumer Staples 11.18%
2 Technology 11.08%
3 Healthcare 5.14%
4 Financials 4.3%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$318K 0.15%
7,034
102
$315K 0.15%
2,341
+47
103
$312K 0.14%
750
104
$303K 0.14%
3,092
105
$297K 0.14%
4,471
+628
106
$295K 0.14%
+1,035
107
$291K 0.13%
20,990
108
$286K 0.13%
9,738
-1,550
109
$277K 0.13%
4,807
+17
110
$274K 0.13%
5,347
111
$274K 0.13%
3,313
-38
112
$270K 0.13%
1,269
+141
113
$262K 0.12%
1,616
114
$261K 0.12%
6,605
+813
115
$259K 0.12%
2,843
+34
116
$258K 0.12%
5,424
-2,180
117
$258K 0.12%
+2,581
118
$256K 0.12%
3,218
119
$249K 0.12%
3,960
+50
120
$246K 0.11%
2,355
121
$244K 0.11%
1,171
122
$228K 0.11%
3,012
+3
123
$219K 0.1%
1,758
+3
124
$214K 0.1%
363
-17
125
$212K 0.1%
2,800
2 3 4
5
6