WFM

Wolff Financial Management Portfolio holdings

AUM $445M
1-Year Est. Return 14.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.88M
3
+$550K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$544K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$368K

Top Sells

1
+$23.2M
2
+$23.1M
3
+$19.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$17.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$17.7M

Sector Composition

1 Communication Services 2.02%
2 Financials 1.46%
3 Healthcare 1.24%
4 Consumer Staples 0.56%
5 Technology 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
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