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
$137M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$863K
3
+$737K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$731K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$730K

Top Sells

1
+$609K
2
+$373K
3
+$237K
4
BUD icon
AB InBev
BUD
+$224K
5
HSBC icon
HSBC
HSBC
+$217K

Sector Composition

1 Consumer Staples 7.81%
2 Healthcare 4.5%
3 Technology 2.6%
4 Financials 1.69%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.16%
4,224
77
$217K 0.16%
7,600
78
$216K 0.16%
+2,110
79
$212K 0.15%
3,602
80
$205K 0.15%
3,227
81
– –
-5,194
82
– –
-7,457
83
– –
-5,041
84
– –
-2,532
1 2 3
4