WFM
Wolff Financial Management Portfolio holdings
AUM
$445M
1-Year Est. Return
14.17%
This Fund
S&P 500
1 Year Est. Return
+14.17%
AUM
$445M
AUM Growth
+$13.9M
(+3.2%)
Holding
102
Top Buys
| 1 | +$1.44M | |
| 2 | +$1.17M | |
| 3 | +$1.15M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.14M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$965K |
Top Sells
| 1 | +$2.39M | |
| 2 | +$189K | |
| 3 | +$109K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$92.7K |
| 5 |
Blackstone
BX
|
+$42.2K |
Sector Composition
| 1 | Healthcare | 3.58% |
| 2 | Technology | 2.87% |
| 3 | Consumer Staples | 2.19% |
| 4 | Financials | 1.53% |
| 5 | Industrials | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
| $210K | 0.05% |
2,029
|
|
||
|
K
102
DELISTED
Kellanova
K
| – | – |
-29,157
|
|