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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
701
$1K ﹤0.01%
+23
702
$1K ﹤0.01%
+47
703
$1K ﹤0.01%
+7
704
$1K ﹤0.01%
+5
705
$1K ﹤0.01%
+2
706
$1K ﹤0.01%
+3
707
$1K ﹤0.01%
+4
708
$1K ﹤0.01%
+50
709
$1K ﹤0.01%
+31
710
$1K ﹤0.01%
+318
711
$1K ﹤0.01%
+215
712
$1K ﹤0.01%
+12
713
$1K ﹤0.01%
23
-11,159
714
$1K ﹤0.01%
+64
715
$1K ﹤0.01%
+4
716
$1K ﹤0.01%
+61
717
$1K ﹤0.01%
+25
718
$1K ﹤0.01%
+8
719
$1K ﹤0.01%
+30
720
$1K ﹤0.01%
+8
721
$1K ﹤0.01%
+40
722
$1K ﹤0.01%
+7
723
$1K ﹤0.01%
+4
724
$1K ﹤0.01%
+10
725
$1K ﹤0.01%
+51
27 28
29
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