WF

WoodTrust Financial Portfolio holdings

AUM $787M
1-Year Est. Return 16.31%
This Quarter Est. Return
1 Year Est. Return
+16.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$4.03M
2 +$2.11M
3 +$933K
4
AAPL icon
Apple
AAPL
+$753K
5
AMZN icon
Amazon
AMZN
+$688K

Sector Composition

1 Technology 15.33%
2 Financials 12.49%
3 Healthcare 9%
4 Consumer Discretionary 8.09%
5 Industrials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$14K ﹤0.01%
11,000
127
-11,750
128
-3,193
129
-10,215