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
$207M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.34M
3 +$836K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$640K
5
MBB icon
iShares MBS ETF
MBB
+$254K

Top Sells

1 +$2.6M
2 +$313K
3 +$88.3K
4
CASM
CAS Medical Systems, Inc.
CASM
+$34K
5
AAPL icon
Apple
AAPL
+$30.9K

Sector Composition

1 Financials 13.87%
2 Technology 12.2%
3 Healthcare 9.23%
4 Industrials 6.99%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.1%
8,000
77
$143K 0.07%
2,639
-209
78
-17,242