WDL

Well Done LLC Portfolio holdings

AUM $669M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$5.62M
3
+$4.63M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.56M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.76M

Top Sells

1
+$4.54M
2
+$3.44M
3
+$3.42M
4
IVTY
Invuity, Inc
IVTY
+$2.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.58M

Sector Composition

1 Financials 18.44%
2 Consumer Discretionary 6.83%
3 Healthcare 3.9%
4 Technology 1.46%
5 Consumer Staples 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+216
352
$20K 0.01%
+158
353
$20K 0.01%
+745
354
$20K 0.01%
+302
355
$20K 0.01%
+667
356
$20K 0.01%
+843
357
$20K 0.01%
+321
358
$20K 0.01%
+835
359
$20K 0.01%
+398
360
$20K 0.01%
+308
361
$20K 0.01%
+540
362
$19K 0.01%
+250
363
$19K 0.01%
+614
364
$19K 0.01%
+605
365
$19K 0.01%
+505
366
$19K 0.01%
+243
367
$19K 0.01%
+459
368
$19K 0.01%
+240
369
$19K 0.01%
+259
370
$19K 0.01%
+319
371
$19K 0.01%
+203
372
$19K 0.01%
+300
373
$19K 0.01%
+435
374
$19K 0.01%
+1,196
375
$18K 0.01%
+189
13 14
15
16 17