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Wolf Group Capital Advisors

Portfolio Manager
Wolf Group Capital Advisors
Performance
0% (N/A)
AUM (13F)
$297.74M
# of Holdings
166
Performance Rank
N/A
Allocation (Top 20)
N/A

Wolf Group Capital Advisors Holdings Map

Top 50 Wolf Group Capital Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
XLG
INVESCO EXCHANGE TRADED FD T
4.92%318.1K$14.6M
+792.46%(+282.45K)
2024-Q1: 35.6K shares2024-Q2: 327.5K shares2024-Q3: 35.6K shares2024-Q4: 35.6K shares2025-Q1: 318.1K shares2025-03-31
HAWX
ISHARES TR
3.98%354.1K$11.8M
+0.85%(+2.99K)
2024-Q1: 351.1K shares2024-Q2: 360.6K shares2024-Q3: 351.1K shares2024-Q4: 351.1K shares2025-Q1: 354.1K shares2025-03-31
VLUE
ISHARES TR
3.52%98.3K$10.5M
+5.10%(+4.77K)
2024-Q1: 93.5K shares2024-Q2: 89.7K shares2024-Q3: 93.5K shares2024-Q4: 93.5K shares2025-Q1: 98.3K shares2025-03-31
FTGC
FIRST TR EXCHANGE TRAD FD VI
3.4%396.2K$10.1M
+52.71%(+136.75K)
2024-Q1: 259.4K shares2024-Q2: 365.8K shares2024-Q3: 259.4K shares2024-Q4: 259.4K shares2025-Q1: 396.2K shares2025-03-31
VTV
VANGUARD INDEX FDS
3.03%52.2K$9.0M
+90.68%(+24.81K)
2024-Q1: 27.4K shares2024-Q2: 37.6K shares2024-Q3: 27.4K shares2024-Q4: 27.4K shares2025-Q1: 52.2K shares2025-03-31
AAPL
APPLE INC
2.93%39.2K$8.7M
-2.69%(-1.08K)
2024-Q1: 40.3K shares2024-Q2: 44.3K shares2024-Q3: 40.3K shares2024-Q4: 40.3K shares2025-Q1: 39.2K shares2025-03-31
ONEV
SPDR SER TR
2.73%64.0K$8.1M
-0.56%(-363)
2023-Q3: 62.6K shares2024-Q2: 64.4K shares2025-Q1: 64.0K shares2025-03-31
IWY
ISHARES TR
2.4%33.9K$7.2M
-11.39%(-4.36K)
2024-Q1: 38.3K shares2024-Q2: 34.6K shares2024-Q3: 38.3K shares2024-Q4: 38.3K shares2025-Q1: 33.9K shares2025-03-31
VEU
VANGUARD INTL EQUITY INDEX F
2.15%105.6K$6.4M
+95.74%(+51.66K)
2024-Q1: 54.0K shares2024-Q2: 82.6K shares2024-Q3: 54.0K shares2024-Q4: 54.0K shares2025-Q1: 105.6K shares2025-03-31
PAVE
GLOBAL X FDS
2.13%168.3K$6.3Mnew2025-Q1: 168.3K shares2025-03-31

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