WDG

Wealth Dimensions Group Portfolio holdings

AUM $504M
1-Year Est. Return 14.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.46M
2 +$1.97M
3 +$1.22M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$964K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$684K

Top Sells

1 +$1.4M
2 +$816K
3 +$287K
4
NKE icon
Nike
NKE
+$239K
5
CAT icon
Caterpillar
CAT
+$206K

Sector Composition

1 Consumer Staples 9.97%
2 Technology 8.29%
3 Healthcare 4.87%
4 Financials 3.27%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,171
127
-2,803