Woodard Family Trust - New Portfolio

Caleb Woodard

Woodard Family Trust
Individual Investor
Ranked #217,277 out of 767,315 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
17.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
60.81% PREIX
15.21% REAL
14.47% AMAGX
9.51% HGV
By Assets
72.13% Funds
23.69% Stocks
4.18% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
75.27% General
24.73% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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p1q6ax6l6p
p1q6ax6l6p
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0nurgspti5bi
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premium
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premium
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0nurgspti5bi
0nurgspti5bi
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premium
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premium
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5x8231iiss2
5x8231iiss2
premium
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premium
5x8231iiss2
5x8231iiss2
5x8231iiss2
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8r5x0ihyi3a
8r5x0ihyi3a
premium
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premium
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8r5x0ihyi3a
8r5x0ihyi3a
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premium
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premium
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premium
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premium
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iakpj03nw
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w5tmaa322b8
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premium
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premium
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premium
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premium
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premium
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premium
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HGV
Hilton Grand Vacations
$43.42
$0.3
(0.69%)
premium
3 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.25B
22.05%
REAL
RealReal
$4.12
$0.025
(0.6%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$414.63M
88.18%
PREIX
PREIX
< FUND >
T. Rowe Price Equity Index Fund
$157.59
$0.04
(0.03%)
premium
400 Buy
99 Hold
8 Sell
Moderate Buy
premium
35.62%
AMAGX
AMAGX
< FUND >
Amana Mutual Funds Trust - Growth Fund
$84.12
$0.22
(0.26%)
premium
32 Buy
2 Hold
0 Sell
Moderate Buy
premium
24.57%