WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+15.16%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$547M
AUM Growth
+$66M
(+14%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
3.68%
Top 10 Holdings %
Top 10 Hldgs %
54.47%
Holding
189
New
10
Increased
54
Reduced
77
Closed
10
Top Buys
Top Sells
| 1 |
iShares Semiconductor ETF
SOXX
|
$5.04M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$3.88M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.38M |
| 4 |
MCBC
Macatawa Bank Corp
MCBC
|
$1.24M |
| 5 |
iShares US Home Construction ETF
ITB
|
$1.03M |
Sector Composition
| 1 | Financials | 19.43% |
| 2 | Technology | 10.08% |
| 3 | Healthcare | 3.81% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Consumer Staples | 1.55% |
