WWP
Walden Wealth Partners Portfolio holdings
AUM
$179M
This Quarter Return
+11.3%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.31%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$23.4M |
| 2 |
Microsoft
MSFT
|
$17.7M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.1M |
| 4 |
Dimensional US Equity ETF
DFUS
|
$8.5M |
| 5 |
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% |
