WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+5.1%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(-3.3%)
Cap. Flow
-$44.9M
Cap. Flow
% of AUM
-8.42%
Top 10 Holdings %
Top 10 Hldgs %
51.75%
Holding
193
New
15
Increased
55
Reduced
83
Closed
17
Top Buys
Top Sells
| 1 |
VOXX
VOXX International Corporation Class A
VOXX
|
$47.7M |
| 2 |
iShares US Home Construction ETF
ITB
|
$4.1M |
| 3 |
Wheaton Precious Metals
WPM
|
$3.69M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.89M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
$1.28M |
Sector Composition
| 1 | Financials | 21.89% |
| 2 | Healthcare | 3.65% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Technology | 2.59% |
| 5 | Consumer Staples | 1.41% |
