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
$339M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$931K
3
+$904K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$843K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$476K

Top Sells

1
+$783K
2
+$641K
3
+$639K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$295K
5
PG icon
Procter & Gamble
PG
+$265K

Sector Composition

1 Technology 10.63%
2 Consumer Staples 8.37%
3 Healthcare 3.66%
4 Financials 2.13%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$356K 0.11%
911
+65
102
$346K 0.1%
999
-105
103
$346K 0.1%
+8,240
104
$338K 0.1%
2,978
105
$334K 0.1%
1,805
106
$334K 0.1%
3,763
+24
107
$326K 0.1%
889
-13
108
$315K 0.09%
3,506
109
$313K 0.09%
632
-68
110
$306K 0.09%
17,360
-690
111
$305K 0.09%
2,232
112
$290K 0.09%
7,701
-1,683
113
$281K 0.08%
1,171
114
$276K 0.08%
1,435
115
$276K 0.08%
7,279
-192
116
$268K 0.08%
2,644
-259
117
$267K 0.08%
2,922
+54
118
$263K 0.08%
6,409
119
$259K 0.08%
+1,153
120
$258K 0.08%
3,683
-13
121
$255K 0.08%
5,322
-25
122
$255K 0.08%
795
123
$246K 0.07%
965
124
$243K 0.07%
3,528
-12
125
$241K 0.07%
1,633
2 3 4
5
6