WTFG

Wood Tarver Financial Group Portfolio holdings

AUM $339M
1-Year Est. Return 10.91%
This Fund
S&P 500
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
751
$0 ﹤0.01%
+3
752
$0 ﹤0.01%
+24
753
$0 ﹤0.01%
+2
754
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+2
755
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+206
756
$0 ﹤0.01%
+2
757
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+4
758
$0 ﹤0.01%
+137
759
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+7
760
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+4
761
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+1
762
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+5
763
$0 ﹤0.01%
+3
764
$0 ﹤0.01%
+10
765
$0 ﹤0.01%
+9
766
$0 ﹤0.01%
+29
767
$0 ﹤0.01%
+29
768
$0 ﹤0.01%
+3
769
$0 ﹤0.01%
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770
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+19
771
$0 ﹤0.01%
+4
772
$0 ﹤0.01%
+2
773
$0 ﹤0.01%
+2
774
$0 ﹤0.01%
+2
775
$0 ﹤0.01%
+2