WWP

Waypoint Wealth Partners Portfolio holdings

AUM $411M
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.57M
2 +$2.1M
3 +$1.2M
4
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$822K
5
AMZN icon
Amazon
AMZN
+$778K

Top Sells

1 +$1.47M
2 +$987K
3 +$618K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$421K
5
EB icon
Eventbrite
EB
+$296K

Sector Composition

1 Consumer Discretionary 4.5%
2 Industrials 4.03%
3 Technology 2.37%
4 Communication Services 1.49%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-8,151