WDG
Wealth Dimensions Group Portfolio holdings
AUM
$454M
This Quarter Return
+6.88%
1 Year Return
+12.81%
3 Year Return
+45.27%
5 Year Return
–
10 Year Return
–
AUM
$454M
AUM Growth
+$454M
(+8.3%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
55.85%
Holding
173
New
13
Increased
78
Reduced
54
Closed
2
Top Buys
| 1 |
Cintas
CTAS
|
$2.44M |
| 2 |
Procter & Gamble
PG
|
$1.87M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$991K |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
$963K |
| 5 |
Dimensional US Real Estate ETF
DFAR
|
$827K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$492K |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$474K |
| 3 |
Microsoft
MSFT
|
$391K |
| 4 |
GE Aerospace
GE
|
$265K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$258K |
Sector Composition
| 1 | Technology | 10.03% |
| 2 | Consumer Staples | 7.24% |
| 3 | Healthcare | 2.95% |
| 4 | Industrials | 2.84% |
| 5 | Financials | 2.47% |
