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
51
$416K 0.26%
+3,725
52
$405K 0.26%
+1,741
53
$392K 0.25%
+2,420
54
$361K 0.23%
+1,500
55
$357K 0.22%
+1,807
56
$335K 0.21%
+9,065
57
$332K 0.21%
+3,762
58
$320K 0.2%
+3,408
59
$315K 0.2%
+550
60
$313K 0.2%
+18,300
61
$310K 0.2%
+1,000
62
$308K 0.19%
+1,428
63
$303K 0.19%
+250
64
$290K 0.18%
+800
65
$286K 0.18%
+1,415
66
$280K 0.18%
+3,808
67
$280K 0.18%
+598
68
$272K 0.17%
+1,260
69
$272K 0.17%
+1,421
70
$269K 0.17%
+2,798
71
$267K 0.17%
+1,663
72
$265K 0.17%
+5,200
73
$260K 0.16%
+1,860
74
$258K 0.16%
+3,300
75
$256K 0.16%
+1,700
1 2
3
4