WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+3.43%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$278K
AUM Growth
+$278K
(-100%)
Cap. Flow
-$2.26M
Cap. Flow
% of AUM
-815.14%
Top 10 Holdings %
Top 10 Hldgs %
61.58%
Holding
92
New
8
Increased
24
Reduced
22
Closed
9
Top Buys
| 1 |
Kraft Heinz
KHC
|
$6.78K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.71K |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.93K |
| 4 |
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
|
$1.4K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.1K |
Top Sells
| 1 |
iShares US Healthcare Providers ETF
IHF
|
$461K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$443K |
| 3 |
Republic Services
RSG
|
$308K |
| 4 |
Home Depot
HD
|
$276K |
| 5 |
Brown-Forman Class A
BF.A
|
$270K |
Sector Composition
| 1 | Financials | 16.23% |
| 2 | Consumer Discretionary | 5.6% |
| 3 | Energy | 4.25% |
| 4 | Technology | 4.05% |
| 5 | Consumer Staples | 3.33% |
