WFM

Wolff Financial Management Portfolio holdings

AUM $445M
1-Year Est. Return 14.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.3M
3
+$10.2M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7.61M

Top Sells

1
+$7.75M
2
+$6.16M
3
+$4.66M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.23M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.61M

Sector Composition

1 Healthcare 5.18%
2 Consumer Staples 4.83%
3 Technology 2.49%
4 Industrials 1.45%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,847
102
– –
-6,280
1 2 3 4
5