WDG

Wealth Dimensions Group Portfolio holdings

AUM $486M
1-Year Est. Return 11.75%
This Quarter Est. Return
1 Year Est. Return
+11.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$573K
3
+$558K
4
MCD icon
McDonald's
MCD
+$314K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$278K

Top Sells

1
+$237K
2
+$205K
3
+$200K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$184K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$55.8K

Sector Composition

1 Consumer Staples 13.92%
2 Technology 13.42%
3 Healthcare 6.81%
4 Consumer Discretionary 3.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 11.66%
110,859
+456
2
$9.8M 7.61%
24,643
-463
3
$7.73M 6%
123,664
+9,160
4
$7.57M 5.88%
61,990
+2,027
5
$5.61M 4.36%
77,848
+3,463
6
$5.36M 4.16%
80,566
+8,402
7
$4.08M 3.17%
10,298
+552
8
$3.96M 3.08%
16,798
+634
9
$3.05M 2.37%
47,424
+2,617
10
$2.42M 1.88%
17,314
-90
11
$2.28M 1.77%
13,883
+82
12
$2.09M 1.62%
25,455
-375
13
$2.04M 1.58%
14,426
-136
14
$1.99M 1.54%
+8,675
15
$1.88M 1.46%
21,040
-184
16
$1.83M 1.42%
18,513
-172
17
$1.62M 1.26%
31,627
-467
18
$1.6M 1.24%
10,010
-350
19
$1.5M 1.16%
14,820
-219
20
$1.37M 1.07%
8,880
+880
21
$1.27M 0.99%
13,853
+1,029
22
$1.14M 0.89%
11,820
+15
23
$1.13M 0.87%
17,585
+34
24
$1.11M 0.86%
60,900
25
$1.08M 0.84%
14,709
+766
1
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