WFM
Wolff Financial Management Portfolio holdings
AUM $361M
AUM
$361M
AUM Growth
+$647K (+0.2%)
Cap. Flow
+$4M
Cap. Flow % of AUM
1.11%
Top 10 Holdings %Top 10 Hldgs %
72.05%
Holding
99
New
5
Increased
38
Reduced
21
Closed
2
Top Buys
| 1 | $930K | |
| 2 | $848K | |
| 3 | $547K | |
| 4 | $227K | |
| 5 | $225K |
Top Sells
| 1 | $224K | |
| 2 | $80.2K | |
| 3 | $70.7K | |
| 4 | $61.1K | |
| 5 | $58.2K |
Sector Composition
| 1 | Healthcare | 4.02% |
| 2 | Consumer Staples | 3.78% |
| 3 | Technology | 2.58% |
| 4 | Financials | 1.52% |
| 5 | Industrials | 1.1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.61M | 0.45% | 3,021 +255 | +9% | +$136K | |||
| $1.55M | 0.43% | 4,968 -145 | -3% | -$45.3K | |||
| $1.54M | 0.43% | 9,608 +44 | +0.5% | +$7.06K | |||
| $1.54M | 0.43% | 3,276 | – | – | |||
| $1.48M | 0.41% | 8,848 +3 | +0% | +$502 | |||
| $1.43M | 0.4% | 8,301 +45 | +0.6% | +$7.77K | |||
| $1.41M | 0.39% | 9,207 | – | – | |||
| $1.3M | 0.36% | 15,852 -16 | -0.1% | -$1.31K | |||
| $1.29M | 0.36% | 28,340 +9 | +0% | +$408 | |||
| $1.21M | 0.34% | 9,025 -45 | -0.5% | -$6.04K | |||
| $1.2M | 0.33% | 6,183 -31 | -0.5% | -$6.01K | |||
| $1.11M | 0.31% | 12,385 +1 | +0% | +$90 | |||
| $1.11M | 0.31% | 3,154 +550 | +21% | +$193K | |||
| $1.09M | 0.3% | 43,065 -1,989 | -4% | -$50.4K | |||
| $997K | 0.28% | 9,124 | – | – | |||
| $976K | 0.27% | 19,669 +40 | +0.2% | +$1.99K | |||
| $889K | 0.25% | 1,543 +159 | +11% | +$91.6K | |||
| $888K | 0.25% | 5,924 -31 | -0.5% | -$4.65K | |||
| $887K | 0.25% | 5,188 -25 | -0.5% | -$4.27K | |||
| $866K | 0.24% | 11,584 +37 | +0.3% | +$2.77K | |||
| $854K | 0.24% | 14,222 +2 | +0% | +$120 | |||
| $829K | 0.23% | 7,538 +6 | +0.1% | +$660 | |||
| $787K | 0.22% | 3,209 | – | – | |||
| $787K | 0.22% | 4,168 +2 | +0.1% | +$378 | |||
| $786K | 0.22% | 10,979 | – | – |
