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WDL

Well Done LLC Portfolio holdings

AUM $681M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.87%
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
+$7.4M
2
+$5.62M
3
+$4.63M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.56M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.76M

Top Sells

1
+$4.54M
2
+$3.44M
3
+$3.42M
4
IVTY
Invuity, Inc
IVTY
+$2.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.58M

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
526
$7K ﹤0.01%
+28
527
$7K ﹤0.01%
+52
528
$7K ﹤0.01%
+203
529
$7K ﹤0.01%
+151
530
$7K ﹤0.01%
+275
531
$7K ﹤0.01%
+57
532
$7K ﹤0.01%
+318
533
$7K ﹤0.01%
+170
534
$7K ﹤0.01%
+87
535
$7K ﹤0.01%
+90
536
$7K ﹤0.01%
+142
537
$7K ﹤0.01%
+202
538
$7K ﹤0.01%
+487
539
$7K ﹤0.01%
+114
540
$7K ﹤0.01%
+148
541
$7K ﹤0.01%
+92
542
$7K ﹤0.01%
+370
543
$7K ﹤0.01%
+227
544
$6K ﹤0.01%
+98
545
$6K ﹤0.01%
+388
546
$6K ﹤0.01%
+281
547
$6K ﹤0.01%
+205
548
$6K ﹤0.01%
+90
549
$6K ﹤0.01%
+98
550
$6K ﹤0.01%
+83
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