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
$132M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.34M
3
+$1.26M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.23M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.07M

Top Sells

1
+$311K
2
+$250K
3
+$245K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$240K
5
PSX icon
Phillips 66
PSX
+$235K

Sector Composition

1 Consumer Staples 7.63%
2 Healthcare 5.01%
3 Technology 2.98%
4 Communication Services 1.68%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.17%
5,934
+310
77
$201K 0.15%
4,029
+101
78
$62K 0.05%
+13,500
79
– –
-3,917
80
– –
-4,660
81
– –
-4,224
82
– –
-2,110
83
– –
-5,732
84
– –
-8,487
85
– –
-7,600
86
– –
-6,301
1 2 3
4