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
726
$0 ﹤0.01%
+10
727
$0 ﹤0.01%
+47
728
$0 ﹤0.01%
+2
729
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+1
730
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+2
731
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+20
732
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733
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734
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+6
735
$0 ﹤0.01%
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736
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+3
737
$0 ﹤0.01%
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738
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739
$0 ﹤0.01%
+23
740
$0 ﹤0.01%
+2
741
$0 ﹤0.01%
+2
742
$0 ﹤0.01%
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743
$0 ﹤0.01%
+17
744
$0 ﹤0.01%
+1
745
$0 ﹤0.01%
+1
746
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+10
747
$0 ﹤0.01%
+7
748
$0 ﹤0.01%
+15
749
$0 ﹤0.01%
+2
750
$0 ﹤0.01%
+2