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
$187M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.67M
3
+$4.16M
4
FISV
Fiserv Inc
FISV
+$1.81M
5
AMZN icon
Amazon
AMZN
+$1.79M

Top Sells

1
+$4.32M
2
+$3.71M
3
+$2.99M
4
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$1.89M
5
NVDA icon
NVIDIA
NVDA
+$1.25M

Sector Composition

1 Technology 26.1%
2 Industrials 4.54%
3 Consumer Staples 4.48%
4 Financials 4.45%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.42%
+2,725
52
$748K 0.4%
+6,613
53
$690K 0.37%
14,885
-665
54
$679K 0.36%
+7,620
55
$668K 0.36%
11,290
+323
56
$640K 0.34%
13,980
-1,153
57
$628K 0.34%
+8,765
58
$616K 0.33%
+1,950
59
$594K 0.32%
+5,524
60
$592K 0.32%
+1,771
61
$582K 0.31%
+2,649
62
$580K 0.31%
+9,915
63
$555K 0.3%
+8,919
64
$529K 0.28%
+1,825
65
$516K 0.28%
+3,563
66
$516K 0.28%
+1,062
67
$503K 0.27%
+1,253
68
$487K 0.26%
+19,677
69
$474K 0.25%
+6,754
70
$470K 0.25%
+2,470
71
$451K 0.24%
+4,091
72
$448K 0.24%
+3,710
73
$439K 0.23%
+2,407
74
$432K 0.23%
+8,278
75
$429K 0.23%
+4,287
1 2
3
4 5