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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
626
$2K ﹤0.01%
+20
627
$2K ﹤0.01%
+50
628
$2K ﹤0.01%
+72
629
$2K ﹤0.01%
+26
630
$2K ﹤0.01%
+28
631
$2K ﹤0.01%
+20
632
$2K ﹤0.01%
+44
633
$2K ﹤0.01%
+100
634
$2K ﹤0.01%
+53
635
$2K ﹤0.01%
+52
636
$2K ﹤0.01%
+19
637
$2K ﹤0.01%
+33
638
$2K ﹤0.01%
+878
639
$2K ﹤0.01%
+25
640
$2K ﹤0.01%
+43
641
$2K ﹤0.01%
+12
642
$2K ﹤0.01%
+31
643
$2K ﹤0.01%
+250
644
$2K ﹤0.01%
+47
645
$2K ﹤0.01%
+331
646
$2K ﹤0.01%
+200
647
$2K ﹤0.01%
+41
648
$2K ﹤0.01%
+252
649
$2K ﹤0.01%
+18
650
$2K ﹤0.01%
+36
24 25
26
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