WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+3.1%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$462M
AUM Growth
+$462M
(-0.7%)
Cap. Flow
-$13M
Cap. Flow
% of AUM
-2.82%
Top 10 Holdings %
Top 10 Hldgs %
52.41%
Holding
194
New
12
Increased
68
Reduced
61
Closed
18
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$4.45M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$4.12M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$4.09M |
| 4 |
iShares US Home Construction ETF
ITB
|
$4.09M |
| 5 |
Pacer Industrial Real Estate ETF
INDS
|
$891K |
Top Sells
Sector Composition
| 1 | Financials | 15.65% |
| 2 | Healthcare | 4.56% |
| 3 | Consumer Discretionary | 4.14% |
| 4 | Technology | 2.76% |
| 5 | Consumer Staples | 1.6% |
