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
$546M
AUM Growth
-$830K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.41M
2 +$1.03M
3 +$830K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$383K

Sector Composition

1 Financials 19.46%
2 Technology 10.1%
3 Healthcare 3.82%
4 Consumer Discretionary 3.26%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$6.56K ﹤0.01%
53
177
$274 ﹤0.01%
10,000
178
$110 ﹤0.01%
16,000
179
-39,295