WDG
Wealth Dimensions Group Portfolio holdings
AUM
$486M
1-Year Est. Return
11.75%
1 Year Est. Return
+11.75%
AUM
$486M
AUM Growth
+$32.7M
(+7.2%)
Holding
180
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.6M | |
| 3 | +$1.41M | |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
+$1.28M |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
+$1.05M |
Top Sells
| 1 | +$1.26M | |
| 2 | +$614K | |
| 3 | +$354K | |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$330K |
| 5 |
Joby Aviation
JOBY
|
+$306K |
Sector Composition
| 1 | Technology | 10.29% |
| 2 | Consumer Staples | 6.49% |
| 3 | Healthcare | 2.94% |
| 4 | Industrials | 2.79% |
| 5 | Financials | 2.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
176
Joby Aviation
JOBY
$12.6B
| $48.9K | 0.01% |
3,031
-18,969
|
|
||
177
Moleculin Biotech
MBRX
$13.7M
| $10.6K | ﹤0.01% |
+20,000
|
|
||
178
lululemon athletica
LULU
$21.6B
| – | – |
-911
|
|
||
179
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
| – | – |
-2,550
|
|
||
180
American Express
AXP
$248B
| – | – |
-761
|
|