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
$254M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.34M
2 +$2.09M
3 +$1.13M
4
UNH icon
UnitedHealth
UNH
+$648K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$639K

Top Sells

1 +$1.98M
2 +$1.54M
3 +$340K
4
MSFT icon
Microsoft
MSFT
+$192K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$176K

Sector Composition

1 Technology 15.14%
2 Financials 12.77%
3 Healthcare 8.07%
4 Industrials 7.85%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-41,188
77
-45,073