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
$326M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.72M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$1.37M
5
V icon
Visa
V
+$1.3M

Top Sells

1
+$5.71M
2
+$2.94M
3
+$1.4M
4
GNTX icon
Gentex
GNTX
+$1.07M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$1.03M

Sector Composition

1 Financials 20.64%
2 Consumer Discretionary 8.07%
3 Healthcare 5.19%
4 Energy 2.59%
5 Technology 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 1.13%
14,666
-7
27
$3.29M 1.01%
47,861
+24,971
28
$3.27M 1%
367,087
29
$3.2M 0.98%
59,921
+1,989
30
$2.92M 0.89%
23,308
-1,449
31
$2.47M 0.76%
64,084
+35,684
32
$2.46M 0.75%
176,038
+59,521
33
$2.21M 0.68%
30,275
34
$2.19M 0.67%
38,048
+115
35
$1.93M 0.59%
43,872
+27
36
$1.73M 0.53%
31,790
+9,595
37
$1.65M 0.51%
15,708
+12,318
38
$1.5M 0.46%
23,452
+18,896
39
$1.44M 0.44%
+29,480
40
$1.42M 0.43%
10,888
+1,199
41
$1.29M 0.4%
5,610
-4
42
$1.26M 0.39%
+99,845
43
$1.26M 0.39%
686
+511
44
$1.25M 0.38%
50,561
-1,078
45
$1.22M 0.37%
13,421
+1,124
46
$1.16M 0.36%
+102,068
47
$1.1M 0.34%
31,505
+613
48
$1.09M 0.34%
9,220
+170
49
$1.06M 0.33%
42,010
+20,577
50
$1.06M 0.33%
+29,094
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