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
576
$1K ﹤0.01%
+7
577
$1K ﹤0.01%
+20
578
$1K ﹤0.01%
+4
579
$1K ﹤0.01%
+4
580
$1K ﹤0.01%
+129
581
$1K ﹤0.01%
+75
582
$1K ﹤0.01%
+72
583
$1K ﹤0.01%
+4
584
$0 ﹤0.01%
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585
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586
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587
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588
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589
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590
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596
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597
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598
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599
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+1
600
$0 ﹤0.01%
+58