WTFG
Wood Tarver Financial Group Portfolio holdings
AUM
$332M
This Quarter Return
-1.85%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$307M
AUM Growth
+$7.99M
(+2.7%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
55.71%
Holding
811
New
17
Increased
124
Reduced
110
Closed
109
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.16% |
| 2 | Financials | 1.43% |
| 3 | Consumer Staples | 1.17% |
| 4 | Consumer Discretionary | 0.95% |
| 5 | Industrials | 0.68% |
