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
751
$0 ﹤0.01%
+8
752
$0 ﹤0.01%
+4
753
$0 ﹤0.01%
+13
754
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+1
755
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+4
756
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+47
757
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+71
758
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759
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+3
760
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+24
761
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762
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+1
763
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764
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765
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+3
766
$0 ﹤0.01%
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767
$0 ﹤0.01%
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768
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769
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770
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+313
771
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+1
772
$0 ﹤0.01%
+5
773
$0 ﹤0.01%
+9
774
$0 ﹤0.01%
+5
775
$0 ﹤0.01%
+2