WFM
Wolff Financial Management Portfolio holdings
AUM
$445M
1-Year Est. Return
14.17%
This Fund
S&P 500
1 Year Est. Return
+14.17%
AUM
$431M
AUM Growth
+$43.6M
(+11%)
Holding
102
Top Buys
| 1 | +$12.3M | |
| 2 | +$5.49M | |
| 3 | +$4.51M | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$1.27M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$1.01M |
Top Sells
| 1 | +$1.68M | |
| 2 | +$488K | |
| 3 | +$378K | |
| 4 |
Vanguard Consumer Staples ETF
VDC
|
+$239K |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$228K |
Sector Composition
| 1 | Healthcare | 3.03% |
| 2 | Consumer Staples | 2.93% |
| 3 | Technology | 2.78% |
| 4 | Financials | 1.52% |
| 5 | Industrials | 1.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
| $201K | 0.05% |
2,029
-889
|
|
||
102
Nuveen Municipal Value Fund
NUV
$1.88B
| – | – |
-11,956
|
|