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
776
$0 ﹤0.01%
+1
777
$0 ﹤0.01%
+3
778
$0 ﹤0.01%
+9
779
$0 ﹤0.01%
+31
780
$0 ﹤0.01%
+24
781
$0 ﹤0.01%
+11
782
$0 ﹤0.01%
+8
783
$0 ﹤0.01%
+2
784
$0 ﹤0.01%
+3
785
$0 ﹤0.01%
+24
786
$0 ﹤0.01%
+2
787
$0 ﹤0.01%
+2
788
$0 ﹤0.01%
+206
789
$0 ﹤0.01%
+2
790
$0 ﹤0.01%
+4
791
$0 ﹤0.01%
+137
792
$0 ﹤0.01%
+7
793
$0 ﹤0.01%
+4
794
$0 ﹤0.01%
+1