WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+1.1%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$407M
AUM Growth
+$407M
(-5%)
Cap. Flow
-$25.3M
Cap. Flow
% of AUM
-6.23%
Top 10 Holdings %
Top 10 Hldgs %
50.52%
Holding
156
New
11
Increased
50
Reduced
53
Closed
7
Top Buys
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$7.93M |
| 2 |
MCBC
Macatawa Bank Corp
MCBC
|
$2.34M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.3M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.07M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$1.87M |
Sector Composition
| 1 | Financials | 14.84% |
| 2 | Consumer Discretionary | 7.24% |
| 3 | Healthcare | 3.09% |
| 4 | Consumer Staples | 0.93% |
| 5 | Technology | 0.93% |
