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
$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
Applied Materials
AMAT
$350B
| – | – |
-1,375
|
|
||
177
Blackstone
BX
$150B
| – | – |
-1,195
|
|
||
|
BXMX
178
DELISTED
Nuveen S&P 500 Buy-Write Income Fund
BXMX
| – | – |
-10,943
|
|
||
179
Humana
HUM
$36.2B
| – | – |
-887
|
|
||
180
iShares S&P 500 Growth ETF
IVW
$75.3B
| – | – |
-1,682
|
|
||
181
Joby Aviation
JOBY
$10.5B
| – | – |
-3,031
|
|