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
451
$33K 0.01%
+316
452
$33K 0.01%
+682
453
$32K 0.01%
+384
454
$32K 0.01%
+158
455
$32K 0.01%
+1,760
456
$32K 0.01%
+110
457
$32K 0.01%
+2,271
458
$32K 0.01%
+140
459
$32K 0.01%
+203
460
$32K 0.01%
+208
461
$31K 0.01%
+329
462
$31K 0.01%
+306
463
$31K 0.01%
+53
464
$31K 0.01%
+372
465
$31K 0.01%
+84
466
$31K 0.01%
+3,400
467
$30K 0.01%
+152
468
$30K 0.01%
+736
469
$30K 0.01%
+522
470
$30K 0.01%
+235
471
$30K 0.01%
+454
472
$30K 0.01%
+236
473
$30K 0.01%
+373
474
$30K 0.01%
+488
475
$30K 0.01%
+104