WF
WoodTrust Financial Portfolio holdings
AUM
$787M
This Quarter Return
+6.13%
1 Year Return
+16.31%
3 Year Return
+59.41%
5 Year Return
+104.85%
10 Year Return
–
AUM
$188M
AUM Growth
–
Cap. Flow
+$188M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.11%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$20.6M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$7.51M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$7.46M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$7.44M |
| 5 |
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% |