WF

Wayfinding Financial Portfolio holdings

AUM $224M
1-Year Est. Return 14.4%
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$12.7M
3
+$10.6M
4
AAPL icon
Apple
AAPL
+$6.75M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.66%
2 Consumer Discretionary 5.19%
3 Industrials 4.1%
4 Consumer Staples 3.91%
5 Healthcare 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.19%
+884
77
$234K 0.19%
+2,932
78
$223K 0.18%
+3,507
79
$222K 0.18%
+12,202
80
$217K 0.17%
+470
81
$213K 0.17%
+1,579
82
$210K 0.17%
+4,004
83
$210K 0.17%
+4,251
84
$208K 0.17%
+1,423
85
$207K 0.17%
+927
86
$207K 0.17%
+3,030
1 2 3
4