WF
Wayfinding Financial Portfolio holdings
AUM
$224M
This Quarter Return
+10.74%
1 Year Return
+14.4%
3 Year Return
+62.87%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.91%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$16.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$12.7M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$10.6M |
| 4 |
Apple
AAPL
|
$6.75M |
| 5 |
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% |
