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
$179M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$361K
2 +$354K
3 +$235K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$210K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$196K

Top Sells

1 +$470K
2 +$400K
3 +$323K
4
MSFT icon
Microsoft
MSFT
+$251K
5
META icon
Meta Platforms (Facebook)
META
+$239K

Sector Composition

1 Technology 19.33%
2 Consumer Staples 2.7%
3 Financials 2.58%
4 Communication Services 2.35%
5 Industrials 2.07%