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
$451M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.57M
3
+$686K
4
SOFI icon
SoFi Technologies
SOFI
+$629K
5
TSLA icon
Tesla
TSLA
+$548K

Top Sells

1
+$3.92M
2
+$3.9M
3
+$1.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.44M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M

Sector Composition

1 Financials 18%
2 Consumer Discretionary 4.82%
3 Healthcare 3.89%
4 Technology 2.9%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 0.92%
10,592
+309
27
$4.14M 0.92%
45,186
-965
28
$4.13M 0.92%
26,184
-894
29
$3.78M 0.84%
+55,430
30
$3.77M 0.84%
185,312
+175,738
31
$3.67M 0.81%
58,956
-642
32
$3.6M 0.8%
33,976
-341
33
$3.59M 0.8%
91,055
-4,383
34
$3.35M 0.74%
10,615
+1,070
35
$3.19M 0.71%
34,588
-1,629
36
$2.85M 0.63%
134,109
-12,100
37
$2.61M 0.58%
77,744
+1
38
$2.34M 0.52%
15,019
-24
39
$2.21M 0.49%
29,359
+25
40
$2.17M 0.48%
14,857
+1
41
$2.03M 0.45%
28,546
42
$1.88M 0.42%
14,775
+749
43
$1.75M 0.39%
176,360
-32,123
44
$1.7M 0.38%
41,587
-145
45
$1.63M 0.36%
18,285
-1,055
46
$1.62M 0.36%
11,194
47
$1.58M 0.35%
12,074
-434
48
$1.46M 0.32%
12,436
+97
49
$1.41M 0.31%
16,596
50
$1.4M 0.31%
28,095
+210
1
2
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