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
$228M
AUM Growth
+$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Sector Composition

1 Technology 20.6%
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 Change
in Stake
Capital Flow
201
$114K 0.05%
+483
202
$113K 0.05%
+1,719
203
$113K 0.05%
+328
204
$111K 0.05%
+2,866
205
$111K 0.05%
+1,535
206
$111K 0.05%
+229
207
$110K 0.05%
+5,678
208
$110K 0.05%
+1,339
209
$110K 0.05%
+616
210
$109K 0.05%
+1,108
211
$108K 0.05%
+1,596
212
$108K 0.05%
+1,140
213
$107K 0.05%
+1,860
214
$107K 0.05%
+2,201
215
$105K 0.05%
+23
216
$105K 0.05%
+687
217
$105K 0.05%
+2,385
218
$105K 0.05%
+392
219
$105K 0.05%
+5,328
220
$104K 0.05%
+787
221
$104K 0.05%
+507
222
$104K 0.05%
+2,726
223
$103K 0.05%
+435
224
$103K 0.05%
+953
225
$102K 0.04%
+1,415