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
$252M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$236K
3
+$233K
4
EPD icon
Enterprise Products Partners
EPD
+$228K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$199K

Top Sells

1
+$304K
2
+$234K
3
+$216K
4
WDC icon
Western Digital
WDC
+$211K
5
VHT icon
Vanguard Health Care ETF
VHT
+$201K

Sector Composition

1 Consumer Staples 4.97%
2 Healthcare 4.6%
3 Technology 3.57%
4 Industrials 1.63%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$439K 0.17%
4,000
77
$431K 0.17%
8,891
-95
78
$414K 0.16%
10,727
+211
79
$408K 0.16%
4,348
-175
80
$407K 0.16%
2,500
81
$401K 0.16%
2,923
-2
82
$390K 0.15%
5,678
83
$383K 0.15%
4,671
-39
84
$380K 0.15%
3,053
+1
85
$379K 0.15%
1,568
86
$352K 0.14%
5,201
87
$345K 0.14%
4,212
88
$319K 0.13%
5,229
+853
89
$297K 0.12%
3,982
90
$283K 0.11%
4,077
-195
91
$263K 0.1%
7,120
+7
92
$259K 0.1%
1,965
93
$251K 0.1%
5,428
94
$248K 0.1%
7,220
95
$245K 0.1%
1,017
96
$240K 0.1%
1,354
97
$238K 0.09%
413
98
$228K 0.09%
+8,834
99
$225K 0.09%
1,775
100
$221K 0.09%
4,801
+14
1 2 3
4
5