WWP

Walden Wealth Partners Portfolio holdings

AUM $179M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$17.7M
3
+$10.1M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$8.5M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$7.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.68%
2 Consumer Staples 2.64%
3 Financials 2.38%
4 Industrials 2.23%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$990K 0.62%
+4,175
27
$983K 0.62%
+40,757
28
$982K 0.62%
+3,147
29
$953K 0.6%
+30,618
30
$926K 0.58%
+2,261
31
$912K 0.57%
+19,365
32
$894K 0.56%
+11,907
33
$867K 0.55%
+6,941
34
$832K 0.52%
+5,308
35
$800K 0.5%
+31,524
36
$774K 0.49%
+1,172
37
$713K 0.45%
+4,193
38
$638K 0.4%
+9,851
39
$632K 0.4%
+1,323
40
$609K 0.38%
+4,359
41
$598K 0.38%
+7,500
42
$595K 0.37%
+1,395
43
$570K 0.36%
+5,226
44
$548K 0.35%
+8,258
45
$488K 0.31%
+2,327
46
$482K 0.3%
+15,052
47
$449K 0.28%
+1,973
48
$445K 0.28%
+4,304
49
$440K 0.28%
+2,582
50
$425K 0.27%
+2,800
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