WDG
Wealth Dimensions Group Portfolio holdings
AUM
$508M
1-Year Est. Return
15.41%
This Fund
S&P 500
1 Year Est. Return
+15.41%
AUM
$508M
AUM Growth
+$4.35M
(+0.86%)
Holding
179
Top Buys
| 1 | +$2.13M | |
| 2 | +$2.07M | |
| 3 | +$1.33M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$953K |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$911K |
Top Sells
| 1 | +$580K | |
| 2 | +$418K | |
| 3 | +$397K | |
| 4 |
Zscaler
ZS
|
+$261K |
| 5 |
American Express
AXP
|
+$225K |
Sector Composition
| 1 | Technology | 8.73% |
| 2 | Consumer Staples | 6.75% |
| 3 | Healthcare | 2.84% |
| 4 | Industrials | 2.44% |
| 5 | Financials | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Snowflake
SNOW
$84.6B
| – | – |
-984
|
|
||
177
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| – | – |
-2,035
|
|
||
178
UnitedHealth
UNH
$347B
| – | – |
-620
|
|
||
|
179
Zscaler
ZS
$21.7B
| – | – |
-1,162
|
|