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
$210M
AUM Growth
-$430K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$8.28M
2 +$430K

Sector Composition

1 Technology 12.05%
2 Financials 11.12%
3 Healthcare 8.67%
4 Consumer Discretionary 5.06%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$213K 0.1%
5,888
102
$213K 0.1%
1,843
103
$76.8K 0.04%
10,000
104
-10,059