WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+5.61%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$454M
AUM Growth
+$18.2M
(+4.2%)
Cap. Flow
-$4.77M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
55.23%
Holding
182
New
13
Increased
59
Reduced
52
Closed
9
Top Buys
| 1 |
Huntington Bancshares
HBAN
|
$2.07M |
| 2 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
$1.54M |
| 3 |
iShares US Financial Services ETF
IYG
|
$1.46M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.27M |
| 5 |
SPDR S&P Transportation ETF
XTN
|
$1.06M |
Top Sells
Sector Composition
| 1 | Financials | 14.54% |
| 2 | Consumer Discretionary | 5.11% |
| 3 | Healthcare | 4.1% |
| 4 | Technology | 1.96% |
| 5 | Consumer Staples | 1.34% |
