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
$130M
AUM Growth
+$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$897K
3 +$817K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$803K
5
VB icon
Vanguard Small-Cap ETF
VB
+$728K

Top Sells

1 +$590K
2 +$220K
3 +$200K
4
TTE icon
TotalEnergies
TTE
+$195K
5
K icon
Kellanova
K
+$142K

Sector Composition

1 Consumer Staples 8%
2 Healthcare 5.15%
3 Technology 2.62%
4 Communication Services 1.57%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$224K 0.17%
2,532
77
$219K 0.17%
7,600
78
$218K 0.17%
+3,227
79
$217K 0.17%
5,194
-62
80
$214K 0.16%
+1,162
81
$212K 0.16%
+4,212
82
-2,042