WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+9.31%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$407M
AUM Growth
+$50.5M
(+14%)
Cap. Flow
+$21.7M
Cap. Flow
% of AUM
5.33%
Top 10 Holdings %
Top 10 Hldgs %
50.07%
Holding
756
New
1
Increased
63
Reduced
56
Closed
609
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$9.37M |
| 2 |
iShares MSCI USA Value Factor ETF
VLUE
|
$7.36M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$6.84M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$4.75M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$4.41M |
Sector Composition
| 1 | Financials | 15.93% |
| 2 | Consumer Discretionary | 5.71% |
| 3 | Healthcare | 3.05% |
| 4 | Technology | 1.17% |
| 5 | Consumer Staples | 0.79% |
