WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
-0.55%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$500M
AUM Growth
+$6.59M
(+1.3%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
53.82%
Holding
206
New
23
Increased
65
Reduced
56
Closed
13
Top Buys
Top Sells
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.5M |
| 2 |
iShares US Consumer Discretionary ETF
IYC
|
$2.12M |
| 3 |
iShares US Industrials ETF
IYJ
|
$2.09M |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$1.36M |
| 5 |
SPDR S&P Transportation ETF
XTN
|
$1.29M |
Sector Composition
| 1 | Financials | 16.04% |
| 2 | Healthcare | 4.44% |
| 3 | Consumer Discretionary | 4.15% |
| 4 | Technology | 2.33% |
| 5 | Consumer Staples | 1.36% |
