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
$232M
AUM Growth
+$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$2.41M
3 +$1.92M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$878K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$333K

Top Sells

1 +$2.15M
2 +$1.91M
3 +$377K
4
EW icon
Edwards Lifesciences
EW
+$340K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$304K

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
-40,955