WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $332M
This Quarter Est. Return
1 Year Est. Return
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%
+2
727
$0 ﹤0.01%
+2
728
$0 ﹤0.01%
+2
729
$0 ﹤0.01%
+2
730
$0 ﹤0.01%
+1
731
$0 ﹤0.01%
+9
732
$0 ﹤0.01%
+1
733
$0 ﹤0.01%
+18
734
$0 ﹤0.01%
+17
735
$0 ﹤0.01%
+5
736
$0 ﹤0.01%
+1
737
$0 ﹤0.01%
+3
738
$0 ﹤0.01%
+1
739
$0 ﹤0.01%
+1
740
$0 ﹤0.01%
+5
741
$0 ﹤0.01%
+32
742
$0 ﹤0.01%
+5
743
$0 ﹤0.01%
+18
744
$0 ﹤0.01%
+34
745
$0 ﹤0.01%
+9
746
$0 ﹤0.01%
+2
747
$0 ﹤0.01%
+18
748
$0 ﹤0.01%
+40
749
$0 ﹤0.01%
+8
750
$0 ﹤0.01%
+10