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
$153M
AUM Growth
-$417K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.62M
3 +$2.33M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.68M
5
URI icon
United Rentals
URI
+$1.59M

Top Sells

1 +$2.3M
2 +$2.13M
3 +$1.87M
4
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$1.67M
5
ABBV icon
AbbVie
ABBV
+$1.6M

Sector Composition

1 Financials 16.01%
2 Technology 12.65%
3 Healthcare 9.26%
4 Consumer Discretionary 6.82%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,977
102
-2,250