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

Top Buys

1 +$2.71M
2 +$2.34M
3 +$1.65M
4
URI icon
United Rentals
URI
+$1.52M
5
VOD icon
Vodafone
VOD
+$1.49M

Top Sells

1 +$2.3M
2 +$2M
3 +$1.87M
4
ABBV icon
AbbVie
ABBV
+$1.6M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$1.58M

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