WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $339M
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
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
426
$7K ﹤0.01%
+177
427
$7K ﹤0.01%
+96
428
$7K ﹤0.01%
+51
429
$7K ﹤0.01%
+75
430
$7K ﹤0.01%
+45
431
$6K ﹤0.01%
+44
432
$6K ﹤0.01%
+197
433
$6K ﹤0.01%
+106
434
$6K ﹤0.01%
+208
435
$6K ﹤0.01%
+842
436
$6K ﹤0.01%
+80
437
$6K ﹤0.01%
+25
438
$6K ﹤0.01%
+200
439
$6K ﹤0.01%
+300
440
$5K ﹤0.01%
+148
441
$5K ﹤0.01%
+200
442
$5K ﹤0.01%
+97
443
$5K ﹤0.01%
+144
444
$5K ﹤0.01%
+120
445
$5K ﹤0.01%
+91
446
$5K ﹤0.01%
+90
447
$5K ﹤0.01%
+26
448
$5K ﹤0.01%
+59
449
$5K ﹤0.01%
+68
450
$5K ﹤0.01%
+47