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
$150M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.02M
3
+$2.9M
4
ARRS
ARRIS International plc Ordinary Shares
ARRS
+$2.79M
5
HYLD
High Yield ETF
HYLD
+$2.71M

Top Sells

1
+$9.52M
2
+$4.87M
3
+$4.38M
4
BT
BT Group plc (ADR)
BT
+$4.12M
5
AMAT icon
Applied Materials
AMAT
+$3.85M

Sector Composition

1 Healthcare 12.65%
2 Technology 12.45%
3 Financials 12.13%
4 Energy 11.27%
5 Consumer Staples 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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110
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