WF

Wayfinding Financial Portfolio holdings

AUM $232M
1-Year Est. Return 17.28%
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Sector Composition

1 Technology 20.6%
2 Financials 5.86%
3 Industrials 4.94%
4 Consumer Staples 4.28%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$60K 0.03%
+131
327
$60K 0.03%
+361
328
$60K 0.03%
+424
329
$59K 0.03%
+2,945
330
$59K 0.03%
+3,229
331
$59K 0.03%
+3,606
332
$59K 0.03%
+3,675
333
$59K 0.03%
+2,916
334
$59K 0.03%
+137
335
$59K 0.03%
+781
336
$59K 0.03%
+744
337
$58K 0.03%
+801
338
$58K 0.03%
+73
339
$58K 0.03%
+205
340
$58K 0.03%
+1,327
341
$57K 0.03%
+2,273
342
$56K 0.02%
+1,371
343
$56K 0.02%
+809
344
$56K 0.02%
+742
345
$56K 0.02%
+105
346
$55K 0.02%
+163
347
$55K 0.02%
+131
348
$54K 0.02%
+262
349
$54K 0.02%
+808
350
$54K 0.02%
+2,079