WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $362M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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%
+31
652
$0 ﹤0.01%
+24
653
$0 ﹤0.01%
+2
654
$0 ﹤0.01%
+2
655
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+206
656
$0 ﹤0.01%
+2
657
$0 ﹤0.01%
+4
658
$0 ﹤0.01%
+137
659
$0 ﹤0.01%
+7
660
$0 ﹤0.01%
+18
661
$0 ﹤0.01%
+34
662
$0 ﹤0.01%
+9
663
$0 ﹤0.01%
+2
664
$0 ﹤0.01%
+18
665
$0 ﹤0.01%
+40
666
$0 ﹤0.01%
+14
667
$0 ﹤0.01%
+2
668
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+2
669
$0 ﹤0.01%
+11
670
$0 ﹤0.01%
+12
671
$0 ﹤0.01%
+1
672
$0 ﹤0.01%
+1
673
$0 ﹤0.01%
+1
674
$0 ﹤0.01%
+1
675
$0 ﹤0.01%
+3