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
551
$21K 0.01%
+229
552
$21K 0.01%
+317
553
$21K 0.01%
+514
554
$20K 0.01%
+331
555
$20K 0.01%
+51
556
$20K 0.01%
+731
557
$20K 0.01%
+439
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%
+340
564
$19K 0.01%
+5
565
$19K 0.01%
+540
566
$19K 0.01%
+257
567
$19K 0.01%
+131
568
$19K 0.01%
+520
569
$19K 0.01%
+360
570
$19K 0.01%
+489
571
$19K 0.01%
+530
572
$19K 0.01%
+463
573
$19K 0.01%
+285
574
$19K 0.01%
+10
575
$19K 0.01%
+2,175