WDL

Well Done LLC Portfolio holdings

AUM $587M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$386K
3
+$366K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$353K
5
WPM icon
Wheaton Precious Metals
WPM
+$314K

Top Sells

1
+$3.39M
2
+$1.72M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$986K
5
MSFT icon
Microsoft
MSFT
+$791K

Sector Composition

1 Financials 16.72%
2 Consumer Discretionary 4.19%
3 Healthcare 3.75%
4 Technology 2.71%
5 Consumer Staples 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-7,587
177
– –
-669
178
– –
-7,620
179
– –
-6,593
180
– –
-445
181
– –
-591
182
– –
-8,017
183
– –
-6,564
4 5 6 7
8