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
526
$7K ﹤0.01%
+132
527
$7K ﹤0.01%
+190
528
$7K ﹤0.01%
+28
529
$7K ﹤0.01%
+52
530
$7K ﹤0.01%
+203
531
$7K ﹤0.01%
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532
$7K ﹤0.01%
+275
533
$7K ﹤0.01%
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534
$7K ﹤0.01%
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535
$7K ﹤0.01%
+170
536
$7K ﹤0.01%
+87
537
$7K ﹤0.01%
+90
538
$7K ﹤0.01%
+142
539
$7K ﹤0.01%
+202
540
$7K ﹤0.01%
+487
541
$7K ﹤0.01%
+114
542
$7K ﹤0.01%
+148
543
$7K ﹤0.01%
+92
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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