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
$157M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$978K
3
+$867K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$336K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$292K

Top Sells

1
+$597K
2
+$297K
3
+$291K
4
K icon
Kellanova
K
+$276K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$257K

Sector Composition

1 Consumer Staples 6.99%
2 Healthcare 4.63%
3 Technology 3.29%
4 Industrials 1.49%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.16%
5,782
-152
77
$248K 0.16%
3,227
78
$234K 0.15%
+5,729
79
$232K 0.15%
4,055
+26
80
$210K 0.13%
7,594
-21,577
81
$85K 0.05%
12,000
-1,500
1 2 3
4