WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+6.02%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$354M
AUM Growth
+$354M
(+6.1%)
Cap. Flow
+$2.21M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
54.54%
Holding
140
New
12
Increased
51
Reduced
37
Closed
5
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.56M |
| 2 |
MillerKnoll
MLKN
|
$832K |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$753K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$714K |
| 5 |
MCBC
Macatawa Bank Corp
MCBC
|
$430K |
Sector Composition
| 1 | Financials | 18.92% |
| 2 | Consumer Discretionary | 7.17% |
| 3 | Healthcare | 4.32% |
| 4 | Technology | 1.24% |
| 5 | Consumer Staples | 1.02% |
