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
$151M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$255K
2 +$166K
3 +$70.8K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$48.1K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.4K

Sector Composition

1 Consumer Staples 7.54%
2 Healthcare 4.68%
3 Technology 2.93%
4 Communication Services 1.72%
5 Financials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$250K 0.17%
5,732
77
$240K 0.16%
6,301
-1,264
78
$235K 0.16%
2,110
79
$234K 0.16%
4,224
80
$231K 0.15%
3,917
+315
81
$224K 0.15%
+4,660
82
$214K 0.14%
7,600
83
$210K 0.14%
3,227