WF

WoodTrust Financial Portfolio holdings

AUM $857M
1-Year Est. Return 19.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.47M
2 +$2.46M
3 +$1.83M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$867K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$327K

Top Sells

1 +$2.15M
2 +$1.91M
3 +$377K
4
EW icon
Edwards Lifesciences
EW
+$340K
5
UNH icon
UnitedHealth
UNH
+$320K

Sector Composition

1 Technology 14.62%
2 Financials 12.43%
3 Industrials 9.68%
4 Healthcare 6.46%
5 Consumer Staples 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-34,861