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
$121M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$907K
3
+$790K
4
VB icon
Vanguard Small-Cap ETF
VB
+$722K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$650K

Top Sells

1
+$595K
2
+$444K
3
+$260K
4
VAW icon
Vanguard Materials ETF
VAW
+$85.9K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$71.2K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.42%
3 Technology 2.62%
4 Communication Services 1.65%
5 Energy 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.36%
4,873
52
$429K 0.36%
7,711
53
$418K 0.35%
6,680
54
$411K 0.34%
1,455
55
$409K 0.34%
2,619
+1
56
$399K 0.33%
25,498
57
$393K 0.33%
4,934
-3
58
$390K 0.32%
7,457
59
$387K 0.32%
5,156
60
$387K 0.32%
3,146
+2
61
$384K 0.32%
4,521
+2
62
$380K 0.32%
7,288
+29
63
$379K 0.31%
7,940
64
$354K 0.29%
2,038
65
$320K 0.27%
8,934
+10
66
$315K 0.26%
3,884
+2
67
$308K 0.26%
2,524
68
$290K 0.24%
7,822
+2
69
$275K 0.23%
5,054
70
$269K 0.22%
5,201
71
$254K 0.21%
5,058
72
$251K 0.21%
5,732
73
$243K 0.2%
5,041
74
$225K 0.19%
3,707
+38
75
$221K 0.18%
+7,600
1 2
3
4