WGCA
Wolf Group Capital Advisors Portfolio holdings
AUM
$298M
1-Year Est. Return
8.97%
1 Year Est. Return
+8.97%
AUM
$207M
AUM Growth
-$3.85M
(-1.8%)
Holding
103
Top Buys
No buys this quarter
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Financials | 11.32% |
| 3 | Healthcare | 8.83% |
| 4 | Consumer Discretionary | 5.16% |
| 5 | Industrials | 5.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
| $213K | 0.1% |
1,843
|
|
||
102
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
| $76.8K | 0.04% |
10,000
|
|
||
|
IBDP
103
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
| – | – |
-156,219
|
|