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
651
$0 ﹤0.01%
+2
652
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+3
653
$0 ﹤0.01%
+3
654
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+17
655
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+4
656
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+4
657
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+33
658
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+1
659
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660
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+20
661
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+8
662
$0 ﹤0.01%
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663
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664
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665
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666
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667
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668
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669
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670
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671
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+3
672
$0 ﹤0.01%
+5
673
$0 ﹤0.01%
+9
674
$0 ﹤0.01%
+5
675
$0 ﹤0.01%
+4