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
426
$13K ﹤0.01%
+2,697
427
$13K ﹤0.01%
+152
428
$13K ﹤0.01%
+129
429
$13K ﹤0.01%
+462
430
$13K ﹤0.01%
+61
431
$13K ﹤0.01%
+1,054
432
$13K ﹤0.01%
+225
433
$13K ﹤0.01%
+114
434
$13K ﹤0.01%
+332
435
$13K ﹤0.01%
+279
436
$12K ﹤0.01%
+150
437
$12K ﹤0.01%
+430
438
$12K ﹤0.01%
+322
439
$12K ﹤0.01%
+200
440
$12K ﹤0.01%
+203
441
$12K ﹤0.01%
+221
442
$12K ﹤0.01%
+1,200
443
$12K ﹤0.01%
+199
444
$12K ﹤0.01%
+200
445
$12K ﹤0.01%
+147
446
$12K ﹤0.01%
+223
447
$12K ﹤0.01%
+1,148
448
$12K ﹤0.01%
+522
449
$12K ﹤0.01%
+277
450
$11K ﹤0.01%
+460
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