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
$407M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$771K
3
+$589K
4
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$425K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$337K

Top Sells

1
+$7.93M
2
+$2.34M
3
+$2.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.07M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M

Sector Composition

1 Financials 14.84%
2 Consumer Discretionary 7.24%
3 Healthcare 3.09%
4 Consumer Staples 0.93%
5 Technology 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.34%
22,792
52
$1.36M 0.34%
59,904
53
$1.34M 0.33%
70,971
54
$1.08M 0.27%
+41,379
55
$1.08M 0.26%
7,744
-225
56
$1.08M 0.26%
19,212
+64
57
$1.02M 0.25%
33,341
58
$997K 0.25%
21,057
-1,416
59
$977K 0.24%
8,301
-27
60
$896K 0.22%
28,068
61
$863K 0.21%
7,213
+456
62
$861K 0.21%
12,187
-834
63
$851K 0.21%
19,413
64
$850K 0.21%
11,367
+27
65
$838K 0.21%
79,792
-29,968
66
$830K 0.2%
13,920
-13,050
67
$795K 0.2%
55,680
68
$780K 0.19%
6,942
+126
69
$776K 0.19%
6,496
-931
70
$774K 0.19%
5,632
+765
71
$750K 0.18%
18,204
+384
72
$714K 0.18%
16,860
+415
73
$705K 0.17%
12,976
+268
74
$686K 0.17%
6,418
+23
75
$679K 0.17%
10,554
+210
1 2
3
4 5