WFM

Wolff Financial Management Portfolio holdings

AUM $431M
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.34M
3
+$1.26M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.23M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.07M

Top Sells

1
+$311K
2
+$250K
3
+$245K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$240K
5
PSX icon
Phillips 66
PSX
+$235K

Sector Composition

1 Consumer Staples 7.63%
2 Healthcare 5.01%
3 Technology 2.98%
4 Communication Services 1.68%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.91%
39,117
+2,930
27
$1.14M 0.86%
51,697
+163
28
$1.13M 0.85%
115,279
+322
29
$989K 0.75%
6,273
+693
30
$895K 0.68%
8,137
-98
31
$887K 0.67%
12,470
+795
32
$854K 0.64%
11,636
+1
33
$852K 0.64%
5,150
+142
34
$814K 0.61%
15,149
+1,913
35
$698K 0.53%
29,171
-1,562
36
$691K 0.52%
5,750
+2
37
$689K 0.52%
4,655
+2,188
38
$675K 0.51%
3,694
+300
39
$654K 0.49%
3,775
40
$649K 0.49%
9,588
+1,614
41
$645K 0.49%
11,916
-196
42
$635K 0.48%
7,944
43
$633K 0.48%
5,451
+145
44
$612K 0.46%
4,787
45
$605K 0.46%
13,678
+356
46
$592K 0.45%
4,596
+297
47
$551K 0.42%
14,259
+4
48
$542K 0.41%
40,370
+392
49
$511K 0.39%
+5,474
50
$494K 0.37%
10,132
+4,778
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