WTFG
Wood Tarver Financial Group Portfolio holdings
AUM
$339M
1-Year Est. Return
10.91%
1 Year Est. Return
+10.91%
AUM
$339M
AUM Growth
+$6.61M
(+2%)
Holding
702
Top Buys
| 1 | +$1.14M | |
| 2 | +$1.07M | |
| 3 | +$1.05M | |
| 4 |
Capital Group Short Duration Income ETF
CGSD
|
+$920K |
| 5 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$800K |
Top Sells
| 1 | +$1.92M | |
| 2 | +$280K | |
| 3 | +$220K | |
| 4 |
State Street SPDR MSCI USA Gender Diversity ETF
SHE
|
+$210K |
| 5 |
Linde
LIN
|
+$200K |
Sector Composition
| 1 | Technology | 3.84% |
| 2 | Financials | 1.15% |
| 3 | Consumer Staples | 1.06% |
| 4 | Consumer Discretionary | 0.77% |
| 5 | Communication Services | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Brown & Brown
BRO
$27.1B
| – | – |
-1,984
|
|
||
702
Dutch Bros
BROS
$7.78B
| – | – |
-84
|
|