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
701
$0 ﹤0.01%
+3
702
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703
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704
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705
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+58
706
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707
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708
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709
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710
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711
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712
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713
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714
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715
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716
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717
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718
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719
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720
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721
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722
$0 ﹤0.01%
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723
$0 ﹤0.01%
+19
724
$0 ﹤0.01%
+4
725
$0 ﹤0.01%
+4