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
$174M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$2.03M
2 +$1.45M
3 +$1.38M
4
ALLY icon
Ally Financial
ALLY
+$1.06M
5
YETI icon
Yeti Holdings
YETI
+$1.02M

Top Sells

1 +$2.45M
2 +$2.28M
3 +$1.9M
4
URI icon
United Rentals
URI
+$1.12M
5
T icon
AT&T
T
+$1.11M

Sector Composition

1 Technology 16.98%
2 Financials 13.48%
3 Healthcare 10.65%
4 Industrials 9.62%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$52K 0.03%
10,000
102
-1,340
103
-6,957
104
-50,986
105
-38,837