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 | |
|---|---|---|---|---|---|---|---|
| $11K | 0% | 124 | New | +$11K | |||
| $11K | 0% | 416 | New | +$11K | |||
| $11K | 0% | 139 | New | +$11K | |||
| $11K | 0% | 566 | New | +$11K | |||
| $11K | 0% | 206 | New | +$11K | |||
| $11K | 0% | 650 | New | +$11K | |||
| $11K | 0% | 64 | New | +$11K | |||
| $11K | 0% | 734 | New | +$11K | |||
| $11K | 0% | 94 | New | +$11K | |||
| $11K | 0% | 73 | New | +$11K | |||
| $11K | 0% | 66 | New | +$11K | |||
| $11K | 0% | 482 | New | +$11K | |||
| $11K | 0% | 762 | New | +$11K | |||
| $11K | 0% | 767 | New | +$11K | |||
| $11K | 0% | 305 | New | +$11K | |||
| $11K | 0% | 438 | New | +$11K | |||
| $11K | 0% | 40 | New | +$11K | |||
| $11K | 0% | 220 | New | +$11K | |||
| $11K | 0% | 981 | New | +$11K | |||
| $10K | 0% | 309 | New | +$10K | |||
| $10K | 0% | 226 | New | +$10K | |||
| $10K | 0% | 29 | New | +$10K | |||
| $10K | 0% | 200 | New | +$10K | |||
| $10K | 0% | 233 | New | +$10K | |||
| $10K | 0% | 112 | New | +$10K |
