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
$356M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.04M
3
+$4.36M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.34M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.63M

Top Sells

1
+$3.81M
2
+$3.34M
3
+$3.19M
4
IVTY
Invuity, Inc
IVTY
+$2.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.53M

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
726
$1K ﹤0.01%
+3
727
$1K ﹤0.01%
+24
728
$1K ﹤0.01%
+7
729
$1K ﹤0.01%
+100
730
$1K ﹤0.01%
+21
731
$1K ﹤0.01%
+6
732
$1K ﹤0.01%
+8
733
$1K ﹤0.01%
+23
734
$1K ﹤0.01%
+47
735
$1K ﹤0.01%
+7
736
$1K ﹤0.01%
+5
737
$1K ﹤0.01%
23
-11,159
738
$1K ﹤0.01%
+4
739
$1K ﹤0.01%
+61
740
$1K ﹤0.01%
+25
741
$1K ﹤0.01%
+8
742
$1K ﹤0.01%
+30
743
$1K ﹤0.01%
+8
744
$1K ﹤0.01%
+40
745
$1K ﹤0.01%
+7
746
$1K ﹤0.01%
+4
747
$1K ﹤0.01%
+10
748
$1K ﹤0.01%
+51
749
$1K ﹤0.01%
+12
750
$1K ﹤0.01%
+13
27 28 29
30
31