WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $339M
1-Year Est. Return 10.91%
This Fund
S&P 500
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
626
$0 ﹤0.01%
+23
627
$0 ﹤0.01%
+2
628
$0 ﹤0.01%
+2
629
$0 ﹤0.01%
+2
630
$0 ﹤0.01%
+17
631
$0 ﹤0.01%
+1
632
$0 ﹤0.01%
+26
633
$0 ﹤0.01%
+6
634
$0 ﹤0.01%
+1
635
$0 ﹤0.01%
+10
636
$0 ﹤0.01%
+7
637
$0 ﹤0.01%
+57
638
$0 ﹤0.01%
+3
639
$0 ﹤0.01%
+20
640
$0 ﹤0.01%
+30
641
$0 ﹤0.01%
+7
642
$0 ﹤0.01%
+9
643
$0 ﹤0.01%
+10
644
$0 ﹤0.01%
+1
645
$0 ﹤0.01%
+92
646
$0 ﹤0.01%
+5
647
$0 ﹤0.01%
+29
648
$0 ﹤0.01%
+1
649
$0 ﹤0.01%
+6
650
$0 ﹤0.01%
+2