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
601
$17K 0.01%
+613
602
$16K 0.01%
+369
603
$16K 0.01%
+90
604
$16K 0.01%
+179
605
$16K 0.01%
+55
606
$16K 0.01%
+206
607
$16K 0.01%
+626
608
$16K 0.01%
+944
609
$16K 0.01%
+73
610
$16K 0.01%
+686
611
$16K 0.01%
+237
612
$15K 0.01%
+553
613
$15K 0.01%
+42
614
$15K 0.01%
+585
615
$15K 0.01%
+426
616
$15K 0.01%
+132
617
$15K 0.01%
+99
618
$15K 0.01%
+409
619
$15K 0.01%
+1,070
620
$15K 0.01%
+2,691
621
$15K 0.01%
+196
622
$15K 0.01%
+117
623
$15K 0.01%
+186
624
$15K 0.01%
+51
625
$15K 0.01%
+79