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
626
$15K 0.01%
+61
627
$15K 0.01%
+243
628
$14K 0.01%
+426
629
$14K 0.01%
+156
630
$14K 0.01%
+242
631
$14K 0.01%
+2,399
632
$14K 0.01%
+33
633
$14K 0.01%
+96
634
$14K 0.01%
+343
635
$14K 0.01%
+201
636
$14K 0.01%
+342
637
$14K 0.01%
+627
638
$14K 0.01%
+268
639
$14K 0.01%
+100
640
$14K 0.01%
+114
641
$14K 0.01%
+289
642
$14K 0.01%
+195
643
$14K 0.01%
+2
644
$14K 0.01%
+123
645
$14K 0.01%
+386
646
$14K 0.01%
+4,582
647
$14K 0.01%
+327
648
$14K 0.01%
+82
649
$14K 0.01%
+96
650
$13K 0.01%
+212