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
651
$13K 0.01%
+536
652
$13K 0.01%
+135
653
$13K 0.01%
+112
654
$13K 0.01%
+75
655
$13K 0.01%
+548
656
$13K 0.01%
+52
657
$13K 0.01%
+300
658
$13K 0.01%
+212
659
$13K 0.01%
+186
660
$13K 0.01%
+78
661
$13K 0.01%
+210
662
$13K 0.01%
+62
663
$13K 0.01%
+451
664
$13K 0.01%
+65
665
$13K 0.01%
+349
666
$13K 0.01%
+298
667
$13K 0.01%
+223
668
$13K 0.01%
+1,587
669
$13K 0.01%
+284
670
$13K 0.01%
+462
671
$13K 0.01%
+1,062
672
$12K 0.01%
+106
673
$12K 0.01%
+250
674
$12K 0.01%
+164
675
$12K 0.01%
+139