WF
Wayfinding Financial Portfolio holdings
AUM
$236M
1-Year Est. Return
18.13%
This Fund
S&P 500
1 Year Est. Return
+18.13%
AUM
$236M
AUM Growth
+$3.94M
(+1.7%)
Holding
166
Top Buys
| 1 | +$16.4M | |
| 2 | +$8.8M | |
| 3 | +$4.14M | |
| 4 |
PMBS
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
|
+$2.72M |
| 5 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$2.4M |
Top Sells
| 1 | +$9.15M | |
| 2 | +$8.55M | |
| 3 | +$3.12M | |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$3.06M |
| 5 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$2.93M |
Sector Composition
| 1 | Technology | 23.13% |
| 2 | Financials | 4.37% |
| 3 | Industrials | 3.79% |
| 4 | Consumer Staples | 2.91% |
| 5 | Consumer Discretionary | 2.81% |
