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
$225M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$509K
2 +$407K
3 +$238K
4
BX icon
Blackstone
BX
+$225K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$182K

Sector Composition

1 Healthcare 5.51%
2 Consumer Staples 5.37%
3 Technology 3.23%
4 Industrials 1.6%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,500
102
-1,775
103
-413