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
$361M
AUM Growth
+$647K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$930K
2
+$848K
3
+$547K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$227K
5
JNJ icon
Johnson & Johnson
JNJ
+$225K

Top Sells

1
+$244K
2
+$224K
3
+$200K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$80.2K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$70.7K

Sector Composition

1 Healthcare 4.02%
2 Consumer Staples 3.78%
3 Technology 2.58%
4 Financials 1.52%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$718K 0.2%
4,523
52
$684K 0.19%
34,559
53
$681K 0.19%
4,787
54
$676K 0.19%
5,156
55
$669K 0.19%
5,051
+2
56
$659K 0.18%
7,815
57
$655K 0.18%
10,607
58
$607K 0.17%
9,950
59
$600K 0.17%
2,083
60
$589K 0.16%
11,719
-167
61
$587K 0.16%
4,810
62
$564K 0.16%
13,364
+5
63
$564K 0.16%
1,262
64
$559K 0.15%
1,000
-25
65
$549K 0.15%
3,725
66
$501K 0.14%
6,435
-206
67
$489K 0.14%
1,568
68
$479K 0.13%
4,000
69
$466K 0.13%
7,771
70
$450K 0.12%
5,678
71
$413K 0.11%
2,171
+711
72
$397K 0.11%
2,566
+2
73
$380K 0.11%
3,797
-68
74
$371K 0.1%
9,338
-867
75
$366K 0.1%
3,114
-54
1 2
3
4