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
776
$0 ﹤0.01%
+20
777
$0 ﹤0.01%
+8
778
$0 ﹤0.01%
+3
779
$0 ﹤0.01%
+5
780
$0 ﹤0.01%
+15
781
$0 ﹤0.01%
+10
782
$0 ﹤0.01%
+1
783
$0 ﹤0.01%
+19
784
$0 ﹤0.01%
+4
785
$0 ﹤0.01%
+4
786
$0 ﹤0.01%
+4
787
$0 ﹤0.01%
+10
788
$0 ﹤0.01%
+5
789
$0 ﹤0.01%
+4
790
$0 ﹤0.01%
+2
791
$0 ﹤0.01%
+1
792
$0 ﹤0.01%
+8
793
$0 ﹤0.01%
+12
794
$0 ﹤0.01%
+29