WDL
Well Done LLC Portfolio holdings
AUM
$533M
This Quarter Return
+14.95%
1 Year Return
+24.33%
3 Year Return
+64.87%
5 Year Return
+110.67%
10 Year Return
–
AUM
$364M
AUM Growth
+$364M
(+10%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-2.91%
Top 10 Holdings %
Top 10 Hldgs %
54.93%
Holding
159
New
27
Increased
22
Reduced
71
Closed
11
Top Buys
| 1 |
Global X Silver Miners ETF NEW
SIL
|
$1.64M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.45M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 4 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
$794K |
| 5 |
iShares Biotechnology ETF
IBB
|
$749K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.55M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$1.86M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.64M |
| 4 |
Invesco Zacks Mid-Cap ETF
CZA
|
$1.33M |
| 5 |
Vanguard Health Care ETF
VHT
|
$1.07M |
Sector Composition
| 1 | Financials | 11.99% |
| 2 | Consumer Discretionary | 6.15% |
| 3 | Healthcare | 4.06% |
| 4 | Technology | 1.32% |
| 5 | Consumer Staples | 0.98% |
