WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+0.63%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$546M
AUM Growth
-$830K
(-0.15%)
Cap. Flow
-$3.65M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
54.55%
Holding
179
New
–
Increased
–
Reduced
3
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.41M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.03M |
| 3 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$830K |
| 4 |
Schwab International Equity ETF
SCHF
|
$383K |
Sector Composition
| 1 | Financials | 19.46% |
| 2 | Technology | 10.1% |
| 3 | Healthcare | 3.82% |
| 4 | Consumer Discretionary | 3.26% |
| 5 | Consumer Staples | 1.56% |
