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
$361M
AUM Growth
+$647K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$930K
2
+$848K
3
+$547K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$227K
5
JNJ icon
Johnson & Johnson
JNJ
+$225K

Top Sells

1
+$244K
2
+$224K
3
+$200K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$80.2K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$70.7K

Sector Composition

1 Healthcare 4.02%
2 Consumer Staples 3.78%
3 Technology 2.58%
4 Financials 1.52%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.1%
3,160
77
$318K 0.09%
1,156
+9
78
$311K 0.09%
5,201
79
$293K 0.08%
7,244
+222
80
$289K 0.08%
8,270
81
$286K 0.08%
2,049
+2
82
$285K 0.08%
1,965
83
$273K 0.08%
4,224
84
$262K 0.07%
963
85
$257K 0.07%
2,918
86
$244K 0.07%
13,150
+18
87
$240K 0.07%
7,034
88
$234K 0.06%
2,990
+54
89
$225K 0.06%
+1,354
90
$224K 0.06%
1,815
91
$224K 0.06%
+902
92
$222K 0.06%
2,838
+17
93
$216K 0.06%
+9,221
94
$214K 0.06%
5,865
95
$214K 0.06%
8,553
-1,558
96
$201K 0.06%
+2,962
97
$104K 0.03%
+11,823
98
– –
-2,214
99
– –
-1,054
1 2 3
4