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 | |
|---|---|---|---|---|---|---|---|
| $23K | 0.01% | 518 | New | +$23K | |||
| $22K | 0.01% | 253 | New | +$22K | |||
| $22K | 0.01% | 494 | New | +$22K | |||
| $22K | 0.01% | 73 | New | +$22K | |||
| $22K | 0.01% | 386 | New | +$22K | |||
| $22K | 0.01% | 41 | New | +$22K | |||
| $22K | 0.01% | 68 | New | +$22K | |||
| $22K | 0.01% | 118 | New | +$22K | |||
| $22K | 0.01% | 559 | New | +$22K | |||
| $22K | 0.01% | 140 | New | +$22K | |||
| $22K | 0.01% | 800 | New | +$22K | |||
| $22K | 0.01% | 134 | New | +$22K | |||
| $21K | 0.01% | 144 | New | +$21K | |||
| $21K | 0.01% | 452 | New | +$21K | |||
| $21K | 0.01% | 155 | New | +$21K | |||
| $21K | 0.01% | 586 | New | +$21K | |||
| $21K | 0.01% | 550 | New | +$21K | |||
| $21K | 0.01% | 533 | New | +$21K | |||
| $21K | 0.01% | 657 | New | +$21K | |||
| $21K | 0.01% | 214 | New | +$21K | |||
| $21K | 0.01% | 1,091 | New | +$21K | |||
| $21K | 0.01% | 255 | New | +$21K | |||
| $21K | 0.01% | 274 | New | +$21K | |||
| $21K | 0.01% | 1,564 | New | +$21K | |||
| $21K | 0.01% | 196 | New | +$21K |
