WFM

Wolff Financial Management Portfolio holdings

AUM $453M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.49M
3
+$4.51M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.27M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.01M

Top Sells

1
+$1.68M
2
+$488K
3
+$378K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$239K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$228K

Sector Composition

1 Healthcare 3.03%
2 Consumer Staples 2.93%
3 Technology 2.78%
4 Financials 1.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.38%
3,216
27
$1.59M 0.37%
9,085
-492
28
$1.56M 0.36%
7,321
-1,089
29
$1.56M 0.36%
10,135
-3
30
$1.53M 0.36%
9,207
-2
31
$1.52M 0.35%
8,169
+41
32
$1.5M 0.35%
4,951
-17
33
$1.43M 0.33%
15,343
-628
34
$1.33M 0.31%
6,183
35
$1.27M 0.3%
8,956
+8
36
$1.23M 0.28%
7,893
-2
37
$1.1M 0.26%
43,296
+80
38
$1.08M 0.25%
3,155
+1
39
$1.06M 0.25%
1,446
+52
40
$1.03M 0.24%
23,414
-3,241
41
$1.01M 0.24%
3,209
-3
42
$1M 0.23%
5,166
-27
43
$994K 0.23%
19,856
+94
44
$961K 0.22%
14,551
+226
45
$930K 0.22%
11,083
-14
46
$894K 0.21%
7,944
-12
47
$858K 0.2%
11,674
+46
48
$850K 0.2%
4,149
-21
49
$834K 0.19%
4,987
-66
50
$833K 0.19%
5,928
-1
1
2
3 4 5