WF

Wayfinding Financial Portfolio holdings

AUM $236M
1-Year Est. Return 18.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.13%
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 4.96%
4 Consumer Staples 4.28%
5 Healthcare 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$21K 0.01%
+229
552
$21K 0.01%
+317
553
$21K 0.01%
+514
554
$20K 0.01%
+51
555
$20K 0.01%
+731
556
$20K 0.01%
+439
557
$20K 0.01%
+331
558
$20K 0.01%
+857
559
$20K 0.01%
+949
560
$20K 0.01%
+176
561
$20K 0.01%
+693
562
$20K 0.01%
+258
563
$20K 0.01%
+302
564
$19K 0.01%
+463
565
$19K 0.01%
+285
566
$19K 0.01%
+10
567
$19K 0.01%
+2,175
568
$19K 0.01%
+502
569
$19K 0.01%
+399
570
$19K 0.01%
215
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571
$19K 0.01%
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572
$19K 0.01%
+540
573
$19K 0.01%
+257
574
$19K 0.01%
+131
575
$19K 0.01%
+520