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 | |
|---|---|---|---|---|---|---|---|
| $17K | 0.01% | 613 | New | +$17K | |||
| $16K | 0.01% | 686 | New | +$16K | |||
| $16K | 0.01% | 369 | New | +$16K | |||
| $16K | 0.01% | 90 | New | +$16K | |||
| $16K | 0.01% | 179 | New | +$16K | |||
| $16K | 0.01% | 55 | New | +$16K | |||
| $16K | 0.01% | 206 | New | +$16K | |||
| $16K | 0.01% | 626 | New | +$16K | |||
| $16K | 0.01% | 944 | New | +$16K | |||
| $16K | 0.01% | 73 | New | +$16K | |||
| $16K | 0.01% | 237 | New | +$16K | |||
| $15K | 0.01% | 1,070 | New | +$15K | |||
| $15K | 0.01% | 553 | New | +$15K | |||
| $15K | 0.01% | 426 | New | +$15K | |||
| $15K | 0.01% | 132 | New | +$15K | |||
| $15K | 0.01% | 99 | New | +$15K | |||
| $15K | 0.01% | 409 | New | +$15K | |||
| $15K | 0.01% | 2,691 | New | +$15K | |||
| $15K | 0.01% | 196 | New | +$15K | |||
| $15K | 0.01% | 117 | New | +$15K | |||
| $15K | 0.01% | 186 | New | +$15K | |||
| $15K | 0.01% | 51 | New | +$15K | |||
| $15K | 0.01% | 79 | New | +$15K | |||
| $15K | 0.01% | 61 | New | +$15K | |||
| $15K | 0.01% | 243 | New | +$15K |
