WF
Wayfinding Financial Portfolio holdings
AUM $228M
AUM
$228M
AUM Growth
+$41.2M (+22%)
Cap. Flow
+$47.4M
Cap. Flow % of AUM
20.77%
Top 10 Holdings %Top 10 Hldgs %
36.99%
Holding
742
New
605
Increased
64
Reduced
64
Closed
1
Top Buys
| 1 | $6.12M | |
| 2 | $4.63M | |
| 3 | $3.56M | |
| 4 | $2.38M | |
| 5 | $1.8M |
Top Sells
| 1 | $4.7M | |
| 2 | $846K | |
| 3 | $474K | |
| 4 | $398K | |
| 5 | $295K |
Sector Composition
| 1 | Technology | 20.63% |
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $54K | 0.02% | 238 | New | +$54K | |||
| $54K | 0.02% | 29 | New | +$54K | |||
| $54K | 0.02% | 561 | New | +$54K | |||
| $52K | 0.02% | 1,788 | New | +$52K | |||
| $52K | 0.02% | 387 | New | +$52K | |||
| $52K | 0.02% | 913 | New | +$52K | |||
| $51K | 0.02% | 254 | New | +$51K | |||
| $51K | 0.02% | 667 | New | +$51K | |||
| $51K | 0.02% | 452 | New | +$51K | |||
| $51K | 0.02% | 233 | New | +$51K | |||
| $51K | 0.02% | 465 | New | +$51K | |||
| $51K | 0.02% | 222 | New | +$51K | |||
| $50K | 0.02% | 191 | New | +$50K | |||
| $50K | 0.02% | 572 | New | +$50K | |||
| $50K | 0.02% | 157 | New | +$50K | |||
| $49K | 0.02% | 1,031 | New | +$49K | |||
| $49K | 0.02% | 554 | New | +$49K | |||
| $49K | 0.02% | 604 | New | +$49K | |||
| $48K | 0.02% | 326 | New | +$48K | |||
| $48K | 0.02% | 1,155 | New | +$48K | |||
| $48K | 0.02% | 948 | New | +$48K | |||
| $48K | 0.02% | 163 | New | +$48K | |||
| $47K | 0.02% | 363 | New | +$47K | |||
| $47K | 0.02% | 1,022 | New | +$47K | |||
| $47K | 0.02% | 675 | New | +$47K |
