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
$360M
AUM Growth
-$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$874K
3
+$624K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$346K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$312K

Top Sells

1
+$1.11M
2
+$623K
3
+$525K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$472K
5
PFE icon
Pfizer
PFE
+$372K

Sector Composition

1 Healthcare 3.8%
2 Consumer Staples 3.63%
3 Technology 2.83%
4 Financials 1.35%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.46%
3,276
+21
27
$1.55M 0.43%
9,564
-180
28
$1.48M 0.41%
5,113
29
$1.41M 0.39%
9,207
30
$1.4M 0.39%
8,256
+47
31
$1.28M 0.36%
8,845
-4
32
$1.25M 0.35%
2,766
33
$1.23M 0.34%
12,384
34
$1.22M 0.34%
6,214
-207
35
$1.2M 0.33%
15,868
+127
36
$1.2M 0.33%
45,054
-14,012
37
$1.19M 0.33%
9,070
+15
38
$1.13M 0.31%
28,331
+8
39
$984K 0.27%
19,629
-297
40
$950K 0.26%
7,532
+6
41
$928K 0.26%
5,213
-501
42
$906K 0.25%
5,955
-28
43
$842K 0.23%
9,124
44
$823K 0.23%
2,604
45
$810K 0.22%
1,384
-3
46
$808K 0.22%
11,547
+37
47
$782K 0.22%
4,166
+5
48
$769K 0.21%
3,209
49
$744K 0.21%
14,220
+3
50
$684K 0.19%
10,979
-1,109
1
2
3 4