WFM

Wolff Financial Management Portfolio holdings

AUM $445M
1-Year Est. Return 14.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$11.9M
3 +$7.82M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$5.33M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$5.15M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.75%
2 Healthcare 5.59%
3 Technology 2.66%
4 Communication Services 1.79%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.2%
+5,201
77
$202K 0.2%
+3,669