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
$138M
AUM Growth
+$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$1.06M
3 +$1.02M
4
BG icon
Bunge Global
BG
+$1.01M
5
CHD icon
Church & Dwight Co
CHD
+$713K

Top Sells

1 +$1.55M
2 +$1.4M
3 +$1.39M
4
AVP
Avon Products, Inc.
AVP
+$959K
5
DLTR icon
Dollar Tree
DLTR
+$896K

Sector Composition

1 Technology 20.13%
2 Financials 13.29%
3 Healthcare 11.93%
4 Consumer Discretionary 10.19%
5 Consumer Staples 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-45,880
102
-7,180