WDG
Wealth Dimensions Group Portfolio holdings
AUM
$504M
1-Year Est. Return
14.91%
This Fund
S&P 500
1 Year Est. Return
+14.91%
AUM
$504M
AUM Growth
+$17.5M
(+3.6%)
Holding
181
Top Buys
| 1 | +$4.12M | |
| 2 | +$2.89M | |
| 3 | +$2.26M | |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
+$1.92M |
| 5 |
Dimensional US Small Cap Value ETF
DFSV
|
+$1.76M |
Top Sells
| 1 | +$599K | |
| 2 | +$591K | |
| 3 | +$468K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$396K |
| 5 |
Apple
AAPL
|
+$371K |
Sector Composition
| 1 | Technology | 9.74% |
| 2 | Consumer Staples | 6.68% |
| 3 | Healthcare | 3.18% |
| 4 | Industrials | 2.41% |
| 5 | Financials | 2.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Joby Aviation
JOBY
$9.62B
| – | – |
-3,031
|
|
||
177
Moleculin Biotech
MBRX
$7.21M
| – | – |
-800
|
|
||
178
Marathon Petroleum
MPC
$65B
| – | – |
-1,292
|
|
||
179
Roper Technologies
ROP
$37.7B
| – | – |
-1,186
|
|
||
180
Union Pacific
UNP
$158B
| – | – |
-1,164
|
|
||
181
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
| – | – |
-5,865
|
|