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
$132M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.34M
3
+$1.26M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.23M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.07M

Top Sells

1
+$311K
2
+$250K
3
+$245K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$240K
5
PSX icon
Phillips 66
PSX
+$235K

Sector Composition

1 Consumer Staples 7.63%
2 Healthcare 5.01%
3 Technology 2.98%
4 Communication Services 1.68%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.35%
4,872
-505
52
$454K 0.34%
5,519
+433
53
$448K 0.34%
8,044
54
$430K 0.32%
5,940
+2,638
55
$423K 0.32%
10,762
56
$422K 0.32%
2,619
57
$401K 0.3%
8,980
-136
58
$393K 0.3%
7,780
-224
59
$375K 0.28%
1,455
60
$366K 0.28%
28,342
+2,076
61
$346K 0.26%
1,022
+46
62
$330K 0.25%
4,523
63
$329K 0.25%
7,771
64
$324K 0.24%
4,530
+3
65
$304K 0.23%
5,156
66
$291K 0.22%
3,236
+1,001
67
$280K 0.21%
3,456
68
$274K 0.21%
5,201
69
$273K 0.21%
+3,052
70
$269K 0.2%
2,781
+989
71
$263K 0.2%
2,303
+137
72
$245K 0.19%
7,815
73
$241K 0.18%
3,227
74
$236K 0.18%
1,162
75
$231K 0.17%
3,888
+1
1 2
3
4