WGCA

Wolf Group Capital Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 8.97%
This Quarter Est. Return
1 Year Est. Return
+8.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.85M

Sector Composition

1 Technology 12.28%
2 Financials 11.32%
3 Healthcare 8.83%
4 Consumer Discretionary 5.16%
5 Industrials 5.05%