We are live on ! Find out more
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
$407M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$8.46M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.11M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$6.28M

Top Sells

1
+$8.98M
2
+$7.3M
3
+$6.66M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.75M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M

Sector Composition

1 Financials 15.93%
2 Consumer Discretionary 5.71%
3 Healthcare 3.05%
4 Technology 1.17%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-401
602
– –
-158
603
– –
-46
604
– –
-389
605
– –
-709
606
– –
-1,040
607
– –
-10,176
608
– –
-95
609
– –
-794
610
– –
-829
611
– –
-284
612
– –
-273
613
– –
-52
614
– –
-100
615
– –
-16
616
– –
-3,034
617
– –
-243
618
– –
-5,116
619
– –
-745
620
– –
-135
621
– –
-57
622
– –
-53
623
– –
-19
624
– –
-114
625
– –
-172
23 24
25
26 27