Top 50 Wolf Group Capital Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | 4.92% | 318.1K | $14.6M | +792.46%(+282.45K) | — | 2025-03-31 | |
| HAWX | ISHARES TR | 3.98% | 354.1K | $11.8M | +0.85%(+2.99K) | — | 2025-03-31 | |
| VLUE | ISHARES TR | 3.52% | 98.3K | $10.5M | +5.10%(+4.77K) | — | 2025-03-31 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.4% | 396.2K | $10.1M | +52.71%(+136.75K) | — | 2025-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.03% | 52.2K | $9.0M | +90.68%(+24.81K) | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.93% | 39.2K | $8.7M | -2.69%(-1.08K) | — | 2025-03-31 | |
| ONEV | SPDR SER TR | 2.73% | 64.0K | $8.1M | -0.56%(-363) | — | 2025-03-31 | |
| IWY | ISHARES TR | 2.4% | 33.9K | $7.2M | -11.39%(-4.36K) | — | 2025-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.15% | 105.6K | $6.4M | +95.74%(+51.66K) | — | 2025-03-31 | |
| PAVE | GLOBAL X FDS | 2.13% | 168.3K | $6.3M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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