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 | |
|---|---|---|---|---|---|---|---|
| $36K | 0.02% | 766 | New | +$36K | |||
| $36K | 0.02% | 378 | New | +$36K | |||
| $36K | 0.02% | 1,602 | New | +$36K | |||
| $36K | 0.02% | 933 | New | +$36K | |||
| $36K | 0.02% | 289 | New | +$36K | |||
| $36K | 0.02% | 329 | New | +$36K | |||
| $35K | 0.02% | 53 | New | +$35K | |||
| $35K | 0.02% | 377 | New | +$35K | |||
| $35K | 0.02% | 352 | New | +$35K | |||
| $35K | 0.02% | 191 | New | +$35K | |||
| $35K | 0.02% | 2,249 | New | +$35K | |||
| $35K | 0.02% | 224 | New | +$35K | |||
| $34K | 0.01% | 1,400 | New | +$34K | |||
| $34K | 0.01% | 1,298 | New | +$34K | |||
| $34K | 0.01% | 1,192 | New | +$34K | |||
| $34K | 0.01% | 911 | New | +$34K | |||
| $34K | 0.01% | 158 | New | +$34K | |||
| $34K | 0.01% | 431 | New | +$34K | |||
| $34K | 0.01% | 1,642 | New | +$34K | |||
| $34K | 0.01% | 447 | New | +$34K | |||
| $34K | 0.01% | 891 | New | +$34K | |||
| $34K | 0.01% | 1,034 | New | +$34K | |||
| $33K | 0.01% | 659 | New | +$33K | |||
| $33K | 0.01% | 209 | New | +$33K | |||
| $33K | 0.01% | 1,098 | New | +$33K |
