WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+2.83%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$283M
AUM Growth
–
Cap. Flow
+$283M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
90
New
90
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Pure Value ETF
RPV
|
$46.8M |
| 2 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$32.4M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$25.1M |
| 4 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
$19.4M |
| 5 |
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
|
$18.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.41% |
| 2 | Consumer Discretionary | 9.35% |
| 3 | Healthcare | 2.98% |
| 4 | Technology | 2.62% |
| 5 | Energy | 2.05% |
