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
$135M
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$485K
3
+$413K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$342K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$204K

Top Sells

1
+$36M
2
+$31.8M
3
+$24.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$24.6M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$23.2M

Sector Composition

1 Technology 3.72%
2 Financials 2.45%
3 Communication Services 1.66%
4 Healthcare 1.49%
5 Utilities 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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