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
$152M
AUM Growth
+$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$615K
3 +$516K
4
FDS icon
Factset
FDS
+$472K
5
HSY icon
Hershey
HSY
+$457K

Top Sells

1 +$1.84M
2 +$1.35M
3 +$1.12M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$769K
5
LOW icon
Lowe's Companies
LOW
+$733K

Sector Composition

1 Financials 16.85%
2 Technology 9.98%
3 Healthcare 9.92%
4 Industrials 6.54%
5 Consumer Discretionary 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,010
77
-10,883
78
-4,692
79
0