WF

WoodTrust Financial Portfolio holdings

AUM $840M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$20.6M
2 +$7.51M
3 +$7.46M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$7.44M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$7.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.35%
2 Technology 11.54%
3 Industrials 8.02%
4 Communication Services 7.8%
5 Consumer Staples 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$13K 0.01%
+17,242