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
526
$23K 0.01%
+518
527
$22K 0.01%
+253
528
$22K 0.01%
+494
529
$22K 0.01%
+73
530
$22K 0.01%
+386
531
$22K 0.01%
+41
532
$22K 0.01%
+68
533
$22K 0.01%
+118
534
$22K 0.01%
+559
535
$22K 0.01%
+140
536
$22K 0.01%
+800
537
$22K 0.01%
+134
538
$21K 0.01%
+144
539
$21K 0.01%
+452
540
$21K 0.01%
+155
541
$21K 0.01%
+586
542
$21K 0.01%
+550
543
$21K 0.01%
+533
544
$21K 0.01%
+657
545
$21K 0.01%
+214
546
$21K 0.01%
+1,091
547
$21K 0.01%
+255
548
$21K 0.01%
+274
549
$21K 0.01%
+1,564
550
$21K 0.01%
+196