WFM
Wolff Financial Management Portfolio holdings
AUM
$431M
1-Year Est. Return
10.22%
1 Year Est. Return
+10.22%
AUM
$431M
AUM Growth
+$43.6M
(+11%)
Holding
102
Top Buys
| 1 | +$12.5M | |
| 2 | +$5.52M | |
| 3 | +$4.52M | |
| 4 |
SPDR S&P Dividend ETF
SDY
|
+$1.28M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$1.04M |
Top Sells
| 1 | +$1.76M | |
| 2 | +$551K | |
| 3 | +$362K | |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
+$233K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$232K |
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 | |
|---|---|---|---|---|---|---|
101
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
| $201K | 0.05% |
2,029
-889
|
|
||
102
Nuveen Municipal Value Fund
NUV
$1.89B
| – | – |
-11,956
|
|