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
476
$10K ﹤0.01%
+74
477
$10K ﹤0.01%
+900
478
$10K ﹤0.01%
+110
479
$10K ﹤0.01%
+169
480
$10K ﹤0.01%
+223
481
$10K ﹤0.01%
+157
482
$10K ﹤0.01%
+855
483
$10K ﹤0.01%
+359
484
$10K ﹤0.01%
+65
485
$10K ﹤0.01%
+1,005
486
$9K ﹤0.01%
+127
487
$9K ﹤0.01%
+238
488
$9K ﹤0.01%
+374
489
$9K ﹤0.01%
+174
490
$9K ﹤0.01%
+136
491
$9K ﹤0.01%
+190
492
$9K ﹤0.01%
+121
493
$9K ﹤0.01%
+145
494
$9K ﹤0.01%
+53
495
$9K ﹤0.01%
+202
496
$9K ﹤0.01%
+282
497
$9K ﹤0.01%
+76
498
$9K ﹤0.01%
+196
499
$9K ﹤0.01%
+224
500
$9K ﹤0.01%
+53
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