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
$270M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$12.9M
3 +$10.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$10.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7.61M

Top Sells

1 +$7.62M
2 +$6.41M
3 +$4.68M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.22M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.64M

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
-6,280
102
-3,847