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
$316M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$6.97M
3
+$2.67M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.12M

Top Sells

1
+$1.63M
2
+$544K
3
+$466K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$400K
5
DE icon
Deere & Co
DE
+$376K

Sector Composition

1 Technology 10.88%
2 Consumer Staples 8.22%
3 Healthcare 3.44%
4 Financials 2.11%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$219K 0.07%
3,896
+14
127
$218K 0.07%
+1,040
128
$215K 0.07%
2,035
129
$212K 0.07%
17,900
130
$211K 0.07%
+1,805
131
$211K 0.07%
+1,282
132
$205K 0.06%
+6,564
133
$203K 0.06%
+795
134
$174K 0.06%
13,573
135
$170K 0.05%
11,521
136
– –
-4,974
137
– –
-5,424
138
– –
-1,058
139
– –
-2,106
2 3 4 5
6