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
76
$252K 0.16%
+1,026
77
$240K 0.15%
+1,605
78
$236K 0.15%
+1,387
79
$232K 0.15%
+2,140
80
$231K 0.15%
+22,500
81
$222K 0.14%
+7,721
82
$222K 0.14%
+1,430
83
$217K 0.14%
+3,775
84
$117K 0.07%
+10,200
1 2 3
4