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
$270M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.9M
3
+$10.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$10.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7.61M

Top Sells

1
+$7.62M
2
+$6.41M
3
+$4.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.22M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.64M

Sector Composition

1 Healthcare 5.18%
2 Consumer Staples 4.83%
3 Technology 2.49%
4 Industrials 1.45%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$716K 0.26%
9,950
52
$706K 0.26%
4,147
+7
53
$682K 0.25%
8,164
-5,791
54
$669K 0.25%
7,986
-8,176
55
$656K 0.24%
7,815
56
$650K 0.24%
4,787
57
$649K 0.24%
14,199
+3
58
$630K 0.23%
1,295
+1
59
$606K 0.22%
12,041
-13,932
60
$590K 0.22%
22,334
-765
61
$561K 0.21%
1,467
+2
62
$553K 0.2%
5,477
+5
63
$541K 0.2%
2,602
-13
64
$523K 0.19%
3,725
65
$514K 0.19%
10,792
66
$506K 0.19%
5,156
67
$503K 0.19%
7,771
68
$495K 0.18%
4,810
69
$458K 0.17%
4,523
70
$445K 0.16%
27,654
+510
71
$441K 0.16%
14,693
-7,233
72
$436K 0.16%
5,201
73
$431K 0.16%
3,216
-17
74
$417K 0.15%
8,270
75
$412K 0.15%
1,568
1 2
3
4 5