We are live on ! Find out more
WDL

Well Done LLC Portfolio holdings

AUM $681M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$4.19M
3
+$4.08M
4
RZG icon
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
+$3.82M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$3.42M

Top Sells

1
+$4.21M
2
+$3.55M
3
+$3.46M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$1.7M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$1.55M

Sector Composition

1 Financials 19.24%
2 Consumer Discretionary 8.25%
3 Healthcare 3.83%
4 Consumer Staples 1.03%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-289
352
– –
-4,508
353
– –
-411
354
– –
-100
355
– –
-100
356
– –
-2,326
357
– –
-4,684
358
– –
-2,741
359
– –
-3,751
360
– –
-1,821
361
– –
-830
362
– –
-3,899
363
– –
-640
364
– –
-362
365
– –
-49
366
– –
-2,060
367
– –
-94
368
– –
-499
369
– –
-188
370
– –
-92
371
– –
-400
372
– –
-375
373
– –
-2,600
374
– –
-146
375
– –
-786
13 14
15
16 17