Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WOLF GROUP CAPITAL ADVISORS 01-22-2024 12-31-2023 104 210,825,663
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 1 $12,465,236 35,642 0.01 0.01 -310,688 -89.71 12-31-2023
ISHARES TR MSCI ACWI EXUS 2 $9,992,290 351,099 0.00 0.00 -6,954 -1.94 12-31-2023
ISHARES TR MSCI USA VALUE 3 $8,770,032 93,507 0.00 0.00 -369 -0.39 12-31-2023
APPLE INC COM 4 $7,818,314 40,306 0.00 0.00 1,284 3.29 12-31-2023
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