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
$137M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$863K
3
+$737K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$731K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$730K

Top Sells

1
+$609K
2
+$373K
3
+$237K
4
BUD icon
AB InBev
BUD
+$224K
5
HSBC icon
HSBC
HSBC
+$217K

Sector Composition

1 Consumer Staples 7.81%
2 Healthcare 4.5%
3 Technology 2.6%
4 Financials 1.69%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.38%
9,188
-176
52
$453K 0.33%
7,771
+2,717
53
$450K 0.33%
2,618
-1
54
$447K 0.33%
7,815
+2,757
55
$432K 0.32%
1,455
56
$425K 0.31%
5,266
+326
57
$409K 0.3%
25,700
+202
58
$403K 0.29%
7,940
59
$400K 0.29%
5,156
60
$379K 0.28%
5,364
+1
61
$373K 0.27%
3,147
-145
62
$362K 0.26%
929
+262
63
$351K 0.26%
2,524
64
$343K 0.25%
4,523
-350
65
$334K 0.24%
3,885
66
$292K 0.21%
7,783
+1
67
$287K 0.21%
5,201
68
$280K 0.2%
2,038
69
$275K 0.2%
+2,865
70
$275K 0.2%
7,565
-782
71
$264K 0.19%
5,219
+1,007
72
$263K 0.19%
+2,235
73
$229K 0.17%
3,754
-1
74
$227K 0.17%
5,732
75
$225K 0.16%
1,162
1 2
3
4