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
$322M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$7.48M
2
+$4.21M
3
+$2.91M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$2.56M
5
MLKN icon
MillerKnoll
MLKN
+$1.05M

Top Sells

1
+$6.12M
2
+$4.22M
3
+$4.2M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$3.98M
5
RZG icon
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
+$3.88M

Sector Composition

1 Financials 20.33%
2 Consumer Discretionary 8.83%
3 Healthcare 4.38%
4 Energy 2.02%
5 Consumer Staples 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
+377
452
$9K ﹤0.01%
+149
453
$9K ﹤0.01%
+142
454
$9K ﹤0.01%
+202
455
$9K ﹤0.01%
+902
456
$9K ﹤0.01%
+905
457
$9K ﹤0.01%
+54
458
$9K ﹤0.01%
+92
459
$9K ﹤0.01%
+326
460
$9K ﹤0.01%
+288
461
$9K ﹤0.01%
+67
462
$9K ﹤0.01%
+122
463
$9K ﹤0.01%
+139
464
$9K ﹤0.01%
+224
465
$9K ﹤0.01%
+52
466
$9K ﹤0.01%
+93
467
$8K ﹤0.01%
+123
468
$8K ﹤0.01%
+73
469
$8K ﹤0.01%
+234
470
$8K ﹤0.01%
+55
471
$8K ﹤0.01%
+109
472
$8K ﹤0.01%
+130
473
$8K ﹤0.01%
+104
474
$8K ﹤0.01%
+116
475
$8K ﹤0.01%
+223
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