WF
Wayfinding Financial Portfolio holdings
AUM
$224M
This Quarter Return
-3.96%
1 Year Return
+14.4%
3 Year Return
+62.87%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(-4.1%)
Cap. Flow
+$195K
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
63.14%
Holding
90
New
4
Increased
53
Reduced
19
Closed
10
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$4.93M |
| 2 |
iShares Convertible Bond ETF
ICVT
|
$2.78M |
| 3 |
Zacks Earnings Consistent Portfolio ETF
ZECP
|
$795K |
| 4 |
Nucor
NUE
|
$250K |
| 5 |
ConocoPhillips
COP
|
$242K |
Top Sells
Sector Composition
| 1 | Technology | 22.23% |
| 2 | Consumer Discretionary | 4.62% |
| 3 | Consumer Staples | 4.34% |
| 4 | Industrials | 4% |
| 5 | Healthcare | 3.55% |
