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 | |
|---|---|---|---|---|---|---|---|
| $21K | 0.01% | 229 | New | +$21K | |||
| $21K | 0.01% | 317 | New | +$21K | |||
| $21K | 0.01% | 514 | New | +$21K | |||
| $20K | 0.01% | 51 | New | +$20K | |||
| $20K | 0.01% | 731 | New | +$20K | |||
| $20K | 0.01% | 439 | New | +$20K | |||
| $20K | 0.01% | 331 | New | +$20K | |||
| $20K | 0.01% | 822 | New | +$20K | |||
| $20K | 0.01% | 949 | New | +$20K | |||
| $20K | 0.01% | 176 | New | +$20K | |||
| $20K | 0.01% | 693 | New | +$20K | |||
| $20K | 0.01% | 258 | New | +$20K | |||
| $20K | 0.01% | 340 | New | +$20K | |||
| $19K | 0.01% | 5 | New | +$19K | |||
| $19K | 0.01% | 540 | New | +$19K | |||
| $19K | 0.01% | 257 | New | +$19K | |||
| $19K | 0.01% | 131 | New | +$19K | |||
| $19K | 0.01% | 520 | New | +$19K | |||
| $19K | 0.01% | 271 | New | +$19K | |||
| $19K | 0.01% | 489 | New | +$19K | |||
| $19K | 0.01% | 530 | New | +$19K | |||
| $19K | 0.01% | 463 | New | +$19K | |||
| $19K | 0.01% | 285 | New | +$19K | |||
| $19K | 0.01% | 10 | New | +$19K | |||
| $19K | 0.01% | 2,175 | New | +$19K |
