WFM
Wolff Financial Management Portfolio holdings
AUM
$387M
This Quarter Return
-0.32%
1 Year Return
+11.92%
3 Year Return
+39.15%
5 Year Return
–
10 Year Return
–
AUM
$361M
AUM Growth
+$361M
(+0.18%)
Cap. Flow
+$3.56M
Cap. Flow
% of AUM
0.99%
Top 10 Holdings %
Top 10 Hldgs %
72.05%
Holding
99
New
5
Increased
38
Reduced
21
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$930K |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$848K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$547K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$227K |
| 5 |
Johnson & Johnson
JNJ
|
$225K |
Top Sells
| 1 |
Broadcom
AVGO
|
$244K |
| 2 |
Vanguard Growth ETF
VUG
|
$224K |
| 3 |
Walmart
WMT
|
$200K |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$80.2K |
| 5 |
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% |
