WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $332M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.41%
2 Financials 1.42%
3 Consumer Staples 1.19%
4 Consumer Discretionary 1.09%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25K 0.01%
+102
327
$25K 0.01%
+164
328
$24K 0.01%
+352
329
$24K 0.01%
+151
330
$24K 0.01%
+1,063
331
$24K 0.01%
+150
332
$23K 0.01%
+191
333
$23K 0.01%
+621
334
$23K 0.01%
+299
335
$23K 0.01%
+526
336
$23K 0.01%
+200
337
$23K 0.01%
+321
338
$23K 0.01%
+53
339
$22K 0.01%
+467
340
$22K 0.01%
+95
341
$22K 0.01%
+855
342
$22K 0.01%
+200
343
$21K 0.01%
+231
344
$21K 0.01%
+187
345
$21K 0.01%
+20
346
$21K 0.01%
+372
347
$20K 0.01%
+193
348
$20K 0.01%
+412
349
$20K 0.01%
+432
350
$20K 0.01%
+384