WFM
Wolff Financial Management Portfolio holdings
AUM
$387M
This Quarter Return
+7.23%
1 Year Return
+11.92%
3 Year Return
+39.15%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+130%)
Cap. Flow
+$142M
Cap. Flow
% of AUM
53.9%
Top 10 Holdings %
Top 10 Hldgs %
53.72%
Holding
108
New
69
Increased
19
Reduced
7
Closed
3
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$15.2M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$11.8M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$11.7M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$11M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$10.1M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$2.55M |
| 2 |
AT&T
T
|
$1.04M |
| 3 |
Exxon Mobil
XOM
|
$304K |
| 4 |
iShares Convertible Bond ETF
ICVT
|
$251K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$208K |
Sector Composition
| 1 | Consumer Staples | 4.96% |
| 2 | Healthcare | 4.51% |
| 3 | Technology | 3.78% |
| 4 | Communication Services | 1.71% |
| 5 | Industrials | 1.47% |
