WFM

Wolff Financial Management Portfolio holdings

AUM $453M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.49M
3
+$4.51M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.27M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.01M

Top Sells

1
+$1.68M
2
+$488K
3
+$378K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$239K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$228K

Sector Composition

1 Healthcare 3.03%
2 Consumer Staples 2.93%
3 Technology 2.78%
4 Financials 1.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.09%
9,228
-1
77
$402K 0.09%
1,965
78
$400K 0.09%
1,218
+20
79
$388K 0.09%
3,229
80
$351K 0.08%
3,160
81
$351K 0.08%
2,053
+2
82
$350K 0.08%
1,062
+2
83
$328K 0.08%
963
-3
84
$328K 0.08%
1,162
85
$317K 0.07%
7,244
86
$297K 0.07%
2,990
87
$270K 0.06%
1,454
-11
88
$268K 0.06%
8,385
-168
89
$255K 0.06%
5,963
90
$255K 0.06%
902
91
$252K 0.06%
4,224
-10
92
$247K 0.06%
1,815
93
$238K 0.06%
1,273
94
$227K 0.05%
2,875
-17
95
$227K 0.05%
2,198
-25
96
$226K 0.05%
13,193
+22
97
$226K 0.05%
+808
98
$220K 0.05%
7,034
99
$216K 0.05%
+4,859
100
$209K 0.05%
+312
1 2 3
4
5