WFM
Wolff Financial Management Portfolio holdings
AUM
$387M
This Quarter Return
+6.78%
1 Year Return
+11.92%
3 Year Return
+39.15%
5 Year Return
–
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+172%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
60.61%
Top 10 Holdings %
Top 10 Hldgs %
71.39%
Holding
98
New
56
Increased
18
Reduced
7
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$37.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$34.9M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$26.7M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$26.2M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$22.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.31% |
| 2 | Consumer Staples | 3.67% |
| 3 | Technology | 2.91% |
| 4 | Financials | 1.29% |
| 5 | Industrials | 1.26% |
