WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
-5.59%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$409M
AUM Growth
-$45.6M
(-10%)
Cap. Flow
-$19.8M
Cap. Flow
% of AUM
-4.84%
Top 10 Holdings %
Top 10 Hldgs %
52.78%
Holding
182
New
10
Increased
65
Reduced
49
Closed
18
Top Buys
| 1 |
iShares US Consumer Staples ETF
IYK
|
$2.97M |
| 2 |
Vanguard Value ETF
VTV
|
$2.24M |
| 3 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$1.99M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$1.15M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.13M |
Top Sells
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 4.44% |
| 3 | Consumer Discretionary | 3.81% |
| 4 | Technology | 2.11% |
| 5 | Consumer Staples | 1.45% |
