WTFG
Wood Tarver Financial Group Portfolio holdings
AUM
$332M
This Quarter Return
+0.09%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
–
Cap. Flow
+$299M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.52%
Holding
794
New
794
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$44.9M |
| 2 |
Capital Group Core Plus Income ETF
CGCP
|
+$34.6M |
| 3 |
FT Vest US Equity Deep Buffer ETF August
DAUG
|
+$21.3M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$14.4M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$14.2M |
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% |
