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
$451M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.57M
3 +$686K
4
SOFI icon
SoFi Technologies
SOFI
+$629K
5
TSLA icon
Tesla
TSLA
+$548K

Top Sells

1 +$3.92M
2 +$3.9M
3 +$1.9M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.44M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M

Sector Composition

1 Financials 18%
2 Consumer Discretionary 4.82%
3 Healthcare 3.89%
4 Technology 2.9%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,817