We are live on ! Find out more
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
$407M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$8.46M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.11M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$6.28M

Top Sells

1
+$8.98M
2
+$7.3M
3
+$6.66M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$4.75M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.39M

Sector Composition

1 Financials 15.93%
2 Consumer Discretionary 5.71%
3 Healthcare 3.05%
4 Technology 1.17%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-1,083
727
– –
-72
728
– –
-1,058
729
– –
-22
730
– –
-385
731
– –
-2,075
732
– –
-9,100
733
– –
-540
734
– –
-526
735
– –
-389
736
– –
-4,070
737
– –
-209
738
– –
-1,933
739
– –
-3,041
740
– –
-26
741
– –
-914
742
– –
-9,360
743
– –
-1,220
744
– –
-2,503
745
– –
-150
746
– –
-90
747
– –
-1,128
748
– –
-166
749
– –
-99
750
– –
-215
27 28 29
30
31