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
$121M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$960K
2 +$907K
3 +$790K
4
VB icon
Vanguard Small-Cap ETF
VB
+$722K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$650K

Top Sells

1 +$595K
2 +$444K
3 +$260K
4
VAW icon
Vanguard Materials ETF
VAW
+$85.9K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$71.2K

Sector Composition

1 Consumer Staples 9.05%
2 Healthcare 5.42%
3 Technology 2.62%
4 Communication Services 1.65%
5 Energy 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$220K 0.18%
2,042
77
$213K 0.18%
+2,532
78
$211K 0.18%
5,256
-131
79
$200K 0.17%
+667
80
-6,041