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 4.94%
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%
+90
603
$16K 0.01%
+179
604
$16K 0.01%
+55
605
$16K 0.01%
+206
606
$16K 0.01%
+626
607
$16K 0.01%
+944
608
$16K 0.01%
+73
609
$16K 0.01%
+686
610
$16K 0.01%
+237
611
$16K 0.01%
+369
612
$15K 0.01%
+553
613
$15K 0.01%
+426
614
$15K 0.01%
+132
615
$15K 0.01%
+99
616
$15K 0.01%
+409
617
$15K 0.01%
+1,070
618
$15K 0.01%
+2,691
619
$15K 0.01%
+196
620
$15K 0.01%
+117
621
$15K 0.01%
+186
622
$15K 0.01%
+51
623
$15K 0.01%
+79
624
$15K 0.01%
+61
625
$15K 0.01%
+243