WDG
Wealth Dimensions Group Portfolio holdings
AUM
$454M
This Quarter Return
-3.77%
1 Year Return
+12.81%
3 Year Return
+45.27%
5 Year Return
–
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+5.8%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
9.64%
Top 10 Holdings %
Top 10 Hldgs %
55.69%
Holding
137
New
6
Increased
69
Reduced
31
Closed
6
Top Buys
| 1 |
Dimensional International Core Equity Market ETF
DFAI
|
$6.28M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.4M |
| 3 |
Procter & Gamble
PG
|
$3.24M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$1.82M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$1.33M |
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$273K |
| 2 |
TJX Companies
TJX
|
$260K |
| 3 |
PayPal
PYPL
|
$238K |
| 4 |
Blackstone
BX
|
$230K |
| 5 |
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% |
