WDL

Well Done LLC Portfolio holdings

AUM $587M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$7.05M
2
+$5.04M
3
+$4.36M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.34M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.63M

Top Sells

1
+$3.81M
2
+$3.34M
3
+$3.19M
4
IVTY
Invuity, Inc
IVTY
+$2.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.53M

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
376
$18K 0.01%
+307
377
$18K 0.01%
+320
378
$18K 0.01%
+455
379
$18K 0.01%
+284
380
$18K 0.01%
+1,452
381
$18K 0.01%
+779
382
$18K 0.01%
+223
383
$18K 0.01%
+195
384
$18K 0.01%
+572
385
$18K 0.01%
+729
386
$18K 0.01%
+189
387
$17K ﹤0.01%
+576
388
$17K ﹤0.01%
+361
389
$17K ﹤0.01%
+198
390
$17K ﹤0.01%
+502
391
$17K ﹤0.01%
+276
392
$17K ﹤0.01%
+314
393
$17K ﹤0.01%
+1,025
394
$17K ﹤0.01%
+109
395
$16K ﹤0.01%
+1,395
396
$16K ﹤0.01%
+156
397
$16K ﹤0.01%
+101
398
$16K ﹤0.01%
+164
399
$16K ﹤0.01%
+458
400
$16K ﹤0.01%
+76
14 15
16
17 18