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
$156M
AUM Growth
+$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$606K
3
+$598K
4
AAPL icon
Apple
AAPL
+$506K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$458K

Top Sells

1
+$892K
2
+$456K
3
+$218K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$200K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$78.2K

Sector Composition

1 Technology 13.11%
2 Consumer Staples 12.22%
3 Healthcare 6.23%
4 Financials 6.12%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 10.34%
115,584
+323
2
$11.5M 7.34%
162,821
+6,494
3
$10.3M 6.6%
23,930
-464
4
$9.6M 6.14%
139,776
+13,254
5
$9.42M 6.03%
66,557
+3,577
6
$5.68M 3.63%
76,461
-425
7
$5.14M 3.29%
18,225
+913
8
$4.75M 3.04%
11,069
+830
9
$4.05M 2.59%
95,453
-10,736
10
$2.88M 1.84%
46,630
-535
11
$2.54M 1.63%
15,756
+1,413
12
$2.38M 1.53%
23,204
+1,681
13
$2.35M 1.5%
16,694
-199
14
$2.32M 1.48%
14,471
+2,137
15
$2.09M 1.33%
25,456
+1
16
$2.02M 1.29%
13,864
-181
17
$2.01M 1.28%
12,220
+2,540
18
$1.81M 1.16%
20,451
-41
19
$1.76M 1.13%
5,835
-2,950
20
$1.7M 1.09%
16,469
+1,631
21
$1.62M 1.04%
31,743
22
$1.41M 0.9%
13,818
-37
23
$1.26M 0.81%
9,480
+1,660
24
$1.16M 0.74%
11,918
+108
25
$1.11M 0.71%
18,866
+563
1
2 3 4 5