WWP
Waypoint Wealth Partners Portfolio holdings
AUM
$411M
This Quarter Return
+15.02%
1 Year Return
+14.09%
3 Year Return
+52.07%
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.99%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Avantis International Equity ETF
AVDE
|
$39.3M |
| 2 |
Avantis US Equity ETF
AVUS
|
$24.8M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
$17M |
| 4 |
United Parcel Service
UPS
|
$13.8M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$5.71M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 11.55% |
| 2 | Technology | 2.26% |
| 3 | Consumer Discretionary | 1.47% |
| 4 | Communication Services | 1.26% |
| 5 | Financials | 0.66% |
