WFM

Wolff Financial Management Portfolio holdings

AUM $453M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$312K
2 +$311K
3 +$289K
4
MCI
Barings Corporate Investors
MCI
+$216K
5
MDLZ icon
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
-9,221
102
-2,962