WWP
Walden Wealth Partners Portfolio holdings
AUM
$179M
This Quarter Return
+7.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$172M
AUM Growth
+$13.5M
(+8.5%)
Cap. Flow
+$6.36M
Cap. Flow
% of AUM
3.69%
Top 10 Holdings %
Top 10 Hldgs %
62.72%
Holding
94
New
10
Increased
17
Reduced
15
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.36M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.14M |
| 3 |
Dimensional International High Profitability ETF
DIHP
|
$680K |
| 4 |
Danaher
DHR
|
$470K |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
$424K |
Top Sells
| 1 |
Global X Lithium & Battery Tech ETF
LIT
|
$265K |
| 2 |
Realty Income
O
|
$217K |
| 3 |
Procter & Gamble
PG
|
$197K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$178K |
| 5 |
Boeing
BA
|
$139K |
Sector Composition
| 1 | Technology | 18.72% |
| 2 | Financials | 2.64% |
| 3 | Consumer Staples | 2.59% |
| 4 | Industrials | 2.38% |
| 5 | Healthcare | 2.21% |
