WFM

Wolff Financial Management Portfolio holdings

AUM $453M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.49M
3
+$4.51M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.27M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.01M

Top Sells

1
+$1.68M
2
+$488K
3
+$378K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$239K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$228K

Sector Composition

1 Healthcare 3.03%
2 Consumer Staples 2.93%
3 Technology 2.78%
4 Financials 1.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$810K 0.19%
34,784
52
$795K 0.18%
5,156
-3
53
$758K 0.18%
2,133
54
$734K 0.17%
4,523
55
$733K 0.17%
10,707
-24
56
$733K 0.17%
11,045
+4
57
$666K 0.15%
1,000
58
$648K 0.15%
7,815
59
$646K 0.15%
13,375
-22
60
$640K 0.15%
2,634
+2
61
$631K 0.15%
7,556
+2
62
$621K 0.14%
7,771
63
$607K 0.14%
11,933
+109
64
$595K 0.14%
4,810
-15
65
$595K 0.14%
4,787
66
$574K 0.13%
12,560
-26
67
$555K 0.13%
6,547
-5
68
$524K 0.12%
5,678
69
$519K 0.12%
4,000
70
$491K 0.11%
983
-3
71
$483K 0.11%
2,199
72
$459K 0.11%
3,725
73
$453K 0.11%
10,050
-5
74
$447K 0.1%
3,141
+24
75
$425K 0.1%
3,735
-81
1 2
3
4 5