WWP
Walden Wealth Partners Portfolio holdings
AUM
$179M
This Quarter Return
+2.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
+$179M
(+4%)
Cap. Flow
-$23.7K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
63.52%
Holding
93
New
1
Increased
24
Reduced
8
Closed
6
Top Buys
| 1 |
Aon
AON
|
$361K |
| 2 |
Dimensional US Core Equity Market ETF
DFAU
|
$354K |
| 3 |
Dimensional International High Profitability ETF
DIHP
|
$235K |
| 4 |
Dimensional US Equity ETF
DFUS
|
$210K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$196K |
Top Sells
| 1 |
Danaher
DHR
|
$470K |
| 2 |
GE Aerospace
GE
|
$400K |
| 3 |
Vontier
VNT
|
$323K |
| 4 |
Microsoft
MSFT
|
$251K |
| 5 |
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% |
