WDL

Well Done LLC Portfolio holdings

AUM $669M
1-Year Est. Return 16.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$462M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.12M
3
+$4.09M
4
ITB icon
iShares US Home Construction ETF
ITB
+$4.09M
5
INDS icon
Pacer Industrial Real Estate ETF
INDS
+$891K

Top Sells

1
+$4.36M
2
+$4.11M
3
+$3.94M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$3.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.09M

Sector Composition

1 Financials 15.65%
2 Healthcare 4.56%
3 Consumer Discretionary 4.14%
4 Technology 2.76%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.35K ﹤0.01%
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4 5 6 7
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