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 | |
|---|---|---|---|---|---|---|---|
| $43K | 0.02% | 337 | New | +$43K | |||
| $42K | 0.02% | 1,645 | New | +$42K | |||
| $42K | 0.02% | 1,104 | New | +$42K | |||
| $41K | 0.02% | 2,689 | New | +$41K | |||
| $41K | 0.02% | 456 | New | +$41K | |||
| $41K | 0.02% | 139 | New | +$41K | |||
| $41K | 0.02% | 233 | New | +$41K | |||
| $40K | 0.02% | 369 | New | +$40K | |||
| $40K | 0.02% | 122 | New | +$40K | |||
| $39K | 0.02% | 719 | New | +$39K | |||
| $39K | 0.02% | 435 | New | +$39K | |||
| $39K | 0.02% | 272 | New | +$39K | |||
| $39K | 0.02% | 580 | New | +$39K | |||
| $39K | 0.02% | 2,605 | New | +$39K | |||
| $39K | 0.02% | 414 | New | +$39K | |||
| $39K | 0.02% | 3,319 | New | +$39K | |||
| $39K | 0.02% | 239 | New | +$39K | |||
| $39K | 0.02% | 201 | New | +$39K | |||
| $38K | 0.02% | 169 | New | +$38K | |||
| $37K | 0.02% | 292 | New | +$37K | |||
| $37K | 0.02% | 650 | New | +$37K | |||
| $37K | 0.02% | 432 | New | +$37K | |||
| $37K | 0.02% | 1,596 | New | +$37K | |||
| $36K | 0.02% | 1,137 | New | +$36K | |||
| $36K | 0.02% | 263 | New | +$36K |
