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WDL

Well Done LLC Portfolio holdings

AUM $681M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
+7.23%
1 Year Est. Return
+13.87%
3 Year Est. Return
+65.14%
5 Year Est. Return
+75.59%
10 Year Est. Return
+224.32%
AUM
$587M
AUM Growth
+$54.1M
Cap. Flow
+$17.7M
Cap. Flow %
3.02%
Top 10 Hldgs %
50.54%
Holding
198
New
22
Increased
72
Reduced
57
Closed
11

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.19M
2
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$2M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.84M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.61M
5
TAXE
Intermediate Municipal Income ETF
TAXE
+$1.6M

Top Sells

1
ARKB icon
ARK 21Shares Bitcoin ETF
ARKB
+$1.73M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.27M
3
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.04M
4
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$444K
5
PM icon
Philip Morris
PM
+$380K

Sector Composition

1 Financials 21.15%
2 Healthcare 3.76%
3 Consumer Discretionary 3.06%
4 Technology 2.6%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSGX icon
76
Vanguard ESG International Stock ETF
VSGX
$6.58B
$1.06M 0.18%
15,267
+238
+2% +$16K
BITB icon
77
Bitwise Bitcoin ETF
BITB
$2.48B
$1.04M 0.18%
16,681
-16,720
-50% -$1.04M
MCD icon
78
McDonald's
MCD
$191B
$1.02M 0.17%
3,358
-64
-2% -$19.5K
HD icon
79
Home Depot
HD
$337B
$968K 0.16%
2,389
-203
-8% -$79.8K
FXR icon
80
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$725M
$947K 0.16%
12,135
– –
ETN icon
81
Eaton
ETN
$161B
$941K 0.16%
2,514
+1
+0% +$364
QQQM icon
82
Invesco NASDAQ 100 ETF
QQQM
$99.6B
$932K 0.16%
3,773
-57
-1% -$13.4K
HBAN icon
83
Huntington Bancshares
HBAN
$36.2B
$916K 0.16%
53,044
-2,200
-4% -$37.6K
XOM icon
84
ExxonMobil
XOM
$601B
$899K 0.15%
7,973
-734
-8% -$81.6K
DLN icon
85
WisdomTree US LargeCap Dividend Fund
DLN
$6.19B
$880K 0.15%
10,114
– –
DE icon
86
Deere & Co
DE
$158B
$868K 0.15%
1,897
-68
-3% -$33.5K
DGRS icon
87
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$397M
$858K 0.15%
17,163
– –
SUSA icon
88
iShares ESG Optimized MSCI USA ETF
SUSA
$4.07B
$801K 0.14%
5,905
-1
-0% -$131
ESG icon
89
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
$796K 0.14%
5,164
-1
-0% -$150
ACWV icon
90
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
$788K 0.13%
6,570
-63
-0.9% -$7.48K
FTC icon
91
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.58B
$783K 0.13%
4,875
– –
GLD icon
92
SPDR Gold Trust
GLD
$131B
$768K 0.13%
2,160
-5
-0.2% -$1.59K
SCHV
93
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$765K 0.13%
26,265
– –
IWF icon
94
iShares Russell 1000 Growth ETF
IWF
$127B
$755K 0.13%
6,448
– –
TSLA icon
95
Tesla
TSLA
$1.49T
$750K 0.13%
1,687
-120
-7% -$41.6K
GOOG icon
96
Alphabet (Google) Class C
GOOG
$4.36T
$746K 0.13%
3,063
+103
+3% +$21.6K
XMLV icon
97
Invesco S&P MidCap Low Volatility ETF
XMLV
$743M
$740K 0.13%
11,640
-286
-2% -$17.9K
V icon
98
Visa
V
$677B
$719K 0.12%
2,107
+9
+0.4% +$3.12K
WTFC icon
99
Wintrust Financial
WTFC
$11B
$711K 0.12%
5,366
+2,157
+67% +$285K
VT icon
100
Vanguard Total World Stock ETF
VT
$77.6B
$704K 0.12%
5,112
+625
+14% +$83.1K
2 3
4
5 6

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