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

Top Buys

1 +$2.05M
2 +$1.96M
3 +$1.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$621K
5
UNH icon
UnitedHealth
UNH
+$577K

Top Sells

1 +$1.98M
2 +$1.54M
3 +$298K
4
BA icon
Boeing
BA
+$181K
5
MSFT icon
Microsoft
MSFT
+$179K

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