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
$361M
AUM Growth
+$647K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$930K
2
+$848K
3
+$547K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$227K
5
JNJ icon
Johnson & Johnson
JNJ
+$225K

Top Sells

1
+$244K
2
+$224K
3
+$200K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$80.2K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$70.7K

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 Change
in Stake 		Capital Flow
26
$1.61M 0.45%
3,021
+255
27
$1.55M 0.43%
4,968
-145
28
$1.54M 0.43%
9,608
+44
29
$1.54M 0.43%
3,276
30
$1.48M 0.41%
8,848
+3
31
$1.43M 0.4%
8,301
+45
32
$1.41M 0.39%
9,207
33
$1.3M 0.36%
15,852
-16
34
$1.28M 0.36%
28,340
+9
35
$1.21M 0.34%
9,025
-45
36
$1.2M 0.33%
6,183
-31
37
$1.11M 0.31%
12,385
+1
38
$1.1M 0.31%
3,154
+550
39
$1.09M 0.3%
43,065
-1,989
40
$997K 0.28%
9,124
41
$976K 0.27%
19,669
+40
42
$889K 0.25%
1,543
+159
43
$888K 0.25%
5,924
-31
44
$887K 0.25%
5,188
-25
45
$866K 0.24%
11,584
+37
46
$854K 0.24%
14,222
+2
47
$829K 0.23%
7,538
+6
48
$787K 0.22%
4,168
+2
49
$787K 0.22%
3,209
50
$786K 0.22%
10,979
1
2
3 4