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
401
$43K 0.02%
+337
402
$42K 0.02%
+1,645
403
$42K 0.02%
+1,104
404
$41K 0.02%
+2,689
405
$41K 0.02%
+456
406
$41K 0.02%
+139
407
$41K 0.02%
+233
408
$40K 0.02%
+369
409
$40K 0.02%
+122
410
$39K 0.02%
+719
411
$39K 0.02%
+435
412
$39K 0.02%
+272
413
$39K 0.02%
+580
414
$39K 0.02%
+2,605
415
$39K 0.02%
+414
416
$39K 0.02%
+3,319
417
$39K 0.02%
+239
418
$39K 0.02%
+201
419
$38K 0.02%
+169
420
$37K 0.02%
+292
421
$37K 0.02%
+650
422
$37K 0.02%
+432
423
$37K 0.02%
+1,596
424
$36K 0.02%
+1,137
425
$36K 0.02%
+263