WDL

Well Done LLC Portfolio holdings

AUM $587M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.72M
3
+$1.44M
4
AAPL icon
Apple
AAPL
+$1.37M
5
V icon
Visa
V
+$1.3M

Top Sells

1
+$5.71M
2
+$2.94M
3
+$1.4M
4
GNTX icon
Gentex
GNTX
+$1.07M
5
TCF
TCF Financial Corporation Common Stock
TCF
+$1.03M

Sector Composition

1 Financials 20.64%
2 Consumer Discretionary 8.07%
3 Healthcare 5.19%
4 Energy 2.59%
5 Technology 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.31%
+19,286
52
$998K 0.31%
14,303
+10,433
53
$985K 0.3%
+15,258
54
$961K 0.29%
25,301
55
$952K 0.29%
27,614
56
$946K 0.29%
32,785
57
$912K 0.28%
11,760
+9,371
58
$883K 0.27%
13,317
+4,439
59
$844K 0.26%
+5,787
60
$805K 0.25%
11,583
61
$789K 0.24%
4,495
+331
62
$785K 0.24%
20,600
63
$782K 0.24%
+17,877
64
$780K 0.24%
+9,373
65
$731K 0.22%
+10,077
66
$724K 0.22%
8,455
-453
67
$718K 0.22%
+7,277
68
$696K 0.21%
7,346
69
$657K 0.2%
6,882
+105
70
$647K 0.2%
+17,546
71
$617K 0.19%
6,934
-92
72
$615K 0.19%
+18,216
73
$615K 0.19%
12,645
74
$585K 0.18%
3,839
75
$557K 0.17%
10,107
-50
1 2
3
4 5