Wolf Group Capital Advisors - Portfolio overview

Wolf Group Capital Advisors has 166 reported holdings in this dataset, with the latest filing dated 2025-04-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. XLG - INVESCO EXCHANGE TRADED FD T, 4.92%
2. HAWX - ISHARES TR, 3.98%
3. VLUE - ISHARES TR, 3.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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