WDL

Well Done LLC Portfolio holdings

AUM $533M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Financials 17.19%
2 Consumer Discretionary 8.71%
3 Healthcare 2.73%
4 Energy 1.73%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,199
102
-9,445
103
-6,973
104
-5,466