WDL
Well Done LLC Portfolio holdings
AUM
$533M
1-Year Return
24.33%
This Quarter Return
+2.08%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$552M
AUM Growth
+$5.22M
(+0.96%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
54.85%
Holding
190
New
12
Increased
67
Reduced
72
Closed
12
Top Buys
| 1 |
ARK 21Shares Bitcoin ETF
ARKB
|
$2.36M |
| 2 |
Wheaton Precious Metals
WPM
|
$1.55M |
| 3 |
Invesco S&P International Developed Quality ETF
IDHQ
|
$1.36M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$478K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$456K |
Top Sells
| 1 |
iShares US Energy ETF
IYE
|
$1.66M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.05M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$885K |
| 4 |
Wintrust Financial
WTFC
|
$809K |
| 5 |
Targa Resources
TRGP
|
$446K |
Sector Composition
| 1 | Financials | 19.45% |
| 2 | Technology | 11.23% |
| 3 | Healthcare | 3.4% |
| 4 | Consumer Discretionary | 3.24% |
| 5 | Consumer Staples | 1.43% |
