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
126
$208K 0.1%
3,310
-150
127
$207K 0.1%
+1,000
128
$202K 0.09%
3,910
129
$193K 0.09%
13,573
130
$166K 0.08%
11,521
131
$8K ﹤0.01%
1,000
132
– –
-3,422
133
– –
-10,736
134
– –
-1,263
135
– –
-1,435
136
– –
-3,199
137
– –
-1,778
2 3 4 5
6