WFM
Wolff Financial Management Portfolio holdings
AUM
$431M
1-Year Est. Return
10.22%
1 Year Est. Return
+10.22%
AUM
$387M
AUM Growth
+$26.1M
(+7.2%)
Holding
102
Top Buys
| 1 | +$698K | |
| 2 | +$646K | |
| 3 | +$642K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$603K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$593K |
Top Sells
| 1 | +$313K | |
| 2 | +$311K | |
| 3 | +$289K | |
| 4 |
MCI
Barings Corporate Investors
MCI
|
+$216K |
| 5 |
Mondelez International
MDLZ
|
+$201K |
Sector Composition
| 1 | Healthcare | 3.58% |
| 2 | Consumer Staples | 3.29% |
| 3 | Technology | 2.79% |
| 4 | Financials | 1.62% |
| 5 | Industrials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
General Mills
GIS
$25.6B
| – | – |
-5,201
|
|
||
102
Dow Inc
DOW
$17.4B
| – | – |
-8,270
|
|