We are live on ! Find out more
WDL

Well Done LLC Portfolio holdings

AUM $681M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.07M
3
+$813K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$802K
5
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
+$515K

Top Sells

1
+$5.18M
2
+$3M
3
+$2.17M
4
AAPL icon
Apple
AAPL
+$1.56M
5
PYPL icon
PayPal
PYPL
+$1.5M

Sector Composition

1 Financials 20.84%
2 Consumer Discretionary 5.57%
3 Healthcare 4.49%
4 Energy 1.84%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,441
152
– –
-29,094
153
– –
-102,068
154
– –
-2,502
155
– –
-29,480
156
– –
-10,892
157
– –
-1,850
158
– –
-9,220
159
– –
-5,405
3 4 5 6
7