WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+6.78%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$436M
AUM Growth
+$436M
(+7.8%)
Cap. Flow
+$7.04M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
55.42%
Holding
175
New
18
Increased
79
Reduced
40
Closed
6
Top Buys
| 1 |
iShares US Industrials ETF
IYJ
|
$1.51M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$1.46M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.41M |
| 4 |
iShares US Regional Banks ETF
IAT
|
$1.36M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.24M |
Top Sells
Sector Composition
| 1 | Financials | 14.39% |
| 2 | Consumer Discretionary | 5.62% |
| 3 | Healthcare | 4.28% |
| 4 | Technology | 1.86% |
| 5 | Consumer Staples | 1.3% |
