WGCA

Wolf Group Capital Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 8.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.98M
3
+$2.07M
4
PZZA icon
Papa John's
PZZA
+$2.05M
5
EIG icon
Employers Holdings
EIG
+$2.04M

Top Sells

1
+$2.39M
2
+$2.21M
3
+$1.97M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.92M
5
HD icon
Home Depot
HD
+$1.85M

Sector Composition

1 Financials 15.02%
2 Technology 12.06%
3 Healthcare 11.33%
4 Industrials 10.36%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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86
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1 2 3
4