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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
-0.61%
1 Year Est. Return
+13.87%
3 Year Est. Return
+65.14%
5 Year Est. Return
+75.59%
10 Year Est. Return
+224.32%
AUM
$681M
AUM Growth
+$11.7M
(+1.7%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
3.66%
Top 10 Holdings %
Top 10 Hldgs %
47.3%
Holding
213
New
16
Increased
56
Reduced
82
Closed
16
Top Buys
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$10.9M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
+$7.23M |
| 3 |
iShares MSCI Global Gold Miners ETF
RING
|
+$7.04M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$6.98M |
| 5 |
Avantis US Large Cap Equity ETF
AVLC
|
+$3.36M |
Top Sells
| 1 |
iShares US Consumer Discretionary ETF
IYC
|
+$7.33M |
| 2 |
iShares US Insurance ETF
IAK
|
+$7.14M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$7.04M |
| 4 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
+$1.63M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.53M |
Sector Composition
| 1 | Financials | 17.1% |
| 2 | Healthcare | 2.92% |
| 3 | Consumer Discretionary | 2.07% |
| 4 | Technology | 1.95% |
| 5 | Consumer Staples | 1.12% |
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