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
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$8.17M
2 +$1.66M
3 +$918K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$604K
5
ANDV
Andeavor
ANDV
+$290K

Top Sells

1 +$1.99M
2 +$1.43M
3 +$1.4M
4
CASY icon
Casey's General Stores
CASY
+$902K
5
CTXS
Citrix Systems Inc
CTXS
+$823K

Sector Composition

1 Financials 22.58%
2 Healthcare 12.38%
3 Industrials 12.24%
4 Consumer Discretionary 10.93%
5 Technology 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-41,549
102
-41,504
103
-22,390
104
-15,360