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
576
$19K 0.01%
+502
577
$19K 0.01%
+399
578
$19K 0.01%
215
-53,208
579
$18K 0.01%
+57
580
$18K 0.01%
+88
581
$18K 0.01%
+396
582
$18K 0.01%
+201
583
$18K 0.01%
+301
584
$18K 0.01%
+44
585
$18K 0.01%
+346
586
$18K 0.01%
+218
587
$18K 0.01%
+1,069
588
$18K 0.01%
+222
589
$18K 0.01%
+969
590
$18K 0.01%
+66
591
$18K 0.01%
+260
592
$17K 0.01%
+367
593
$17K 0.01%
+241
594
$17K 0.01%
+104
595
$17K 0.01%
+292
596
$17K 0.01%
+223
597
$17K 0.01%
+121
598
$17K 0.01%
+754
599
$17K 0.01%
+1,209
600
$17K 0.01%
+167