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
$316M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$8.38M
3
+$2.83M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$1.72M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$1.2M

Top Sells

1
+$1.69M
2
+$554K
3
+$474K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$429K
5
DE icon
Deere & Co
DE
+$398K

Sector Composition

1 Technology 10.88%
2 Consumer Staples 8.22%
3 Healthcare 3.44%
4 Financials 2.11%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.3M 11.81%
639,058
+19,341
2
$22.7M 7.2%
155,057
-1,777
3
$22.3M 7.08%
780,303
+321,060
4
$19.7M 6.24%
41,263
-418
5
$17.8M 5.64%
231,362
-6,153
6
$17.7M 5.61%
244,262
+173
7
$14.9M 4.73%
191,358
-5,494
8
$14.4M 4.56%
128,906
+25,385
9
$12.6M 3.99%
65,510
+682
10
$9.14M 2.89%
19,228
-78
11
$8.38M 2.65%
+251,098
12
$6.45M 2.04%
221,409
+41,214
13
$6.4M 2.03%
17,027
-778
14
$6.09M 1.93%
252,425
+35,334
15
$5.55M 1.76%
78,933
-2,885
16
$5.54M 1.75%
243,463
+75,584
17
$2.89M 0.91%
9,526
-465
18
$2.59M 0.82%
75,045
-3,286
19
$2.54M 0.8%
31,263
-793
20
$2.41M 0.76%
50,573
-11,646
21
$2.39M 0.76%
15,251
-85
22
$2.18M 0.69%
43,118
-686
23
$2.1M 0.67%
13,539
-1,728
24
$2.02M 0.64%
11,640
-51
25
$2.02M 0.64%
12,244
+795
1
2 3 4 5