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
76
$524K 0.16%
8,652
+1,560
77
$519K 0.16%
17,740
-250
78
$503K 0.15%
9,522
-126
79
$501K 0.15%
23,560
80
$500K 0.15%
23,600
81
$494K 0.15%
3,480
+325
82
$490K 0.15%
9,896
83
$482K 0.15%
17,328
-252
84
$480K 0.15%
30,480
+23
85
$471K 0.14%
6,317
+1,284
86
$448K 0.14%
32,083
-310
87
$426K 0.13%
10,392
-120
88
$417K 0.13%
7,182
-305
89
$408K 0.13%
+12,337
90
$407K 0.12%
+8,173
91
$387K 0.12%
4,905
+40
92
$384K 0.12%
5,851
+71
93
$381K 0.12%
6,726
-890
94
$369K 0.11%
3,038
95
$365K 0.11%
14,256
+1,176
96
$350K 0.11%
3,017
+384
97
$342K 0.1%
2,469
98
$337K 0.1%
5,932
-20
99
$336K 0.1%
+71,323
100
$330K 0.1%
7,320
+139
2 3
4
5 6