WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+11.14%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$465M
AUM Growth
+$56.5M
(+14%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
51.25%
Holding
193
New
29
Increased
84
Reduced
45
Closed
11
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$4.11M |
| 2 |
iShares US Oil Equipment & Services ETF
IEZ
|
$3.94M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.28M |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
$989K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$987K |
Top Sells
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 4.74% |
| 3 | Consumer Discretionary | 3.79% |
| 4 | Technology | 2.08% |
| 5 | Consumer Staples | 1.61% |
