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
376
$47K 0.02%
+81
377
$47K 0.02%
+2,362
378
$47K 0.02%
+363
379
$46K 0.02%
+224
380
$46K 0.02%
+2,983
381
$46K 0.02%
+1,132
382
$46K 0.02%
+340
383
$46K 0.02%
+657
384
$46K 0.02%
+207
385
$46K 0.02%
+1,113
386
$45K 0.02%
+264
387
$45K 0.02%
+216
388
$45K 0.02%
+431
389
$45K 0.02%
+1,859
390
$45K 0.02%
+407
391
$45K 0.02%
+195
392
$45K 0.02%
+624
393
$45K 0.02%
+753
394
$44K 0.02%
+469
395
$44K 0.02%
+1,664
396
$44K 0.02%
+870
397
$44K 0.02%
+383
398
$43K 0.02%
+581
399
$43K 0.02%
+472
400
$43K 0.02%
+466