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
$137M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Sells

1 +$609K
2 +$373K
3 +$237K
4
BUD icon
AB InBev
BUD
+$224K
5
HSBC icon
HSBC
HSBC
+$217K

Sector Composition

1 Consumer Staples 7.81%
2 Healthcare 4.5%
3 Technology 2.6%
4 Financials 1.69%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.4M 11.21%
149,733
+4,691
2
$14M 10.24%
149,025
+4,255
3
$11.5M 8.4%
485,920
+30,840
4
$8.09M 5.9%
110,372
+11,775
5
$5.33M 3.89%
31,834
+1,438
6
$5.32M 3.88%
41,301
+273
7
$5.12M 3.74%
33,287
+925
8
$5.12M 3.73%
28,111
+914
9
$4.08M 2.98%
26,045
-3,892
10
$3.83M 2.8%
33,922
+6,519
11
$3.56M 2.6%
24,027
+1,322
12
$3.39M 2.47%
56,113
+541
13
$2.79M 2.04%
27,354
+346
14
$2.68M 1.96%
33,111
+9,001
15
$2.43M 1.77%
47,506
+21,129
16
$2.36M 1.72%
17,012
17
$1.97M 1.44%
30,170
+2,504
18
$1.86M 1.36%
8,619
+1,721
19
$1.68M 1.22%
7,775
-248
20
$1.6M 1.17%
14,347
+2
21
$1.45M 1.06%
50,891
+20
22
$1.21M 0.88%
114,631
+327
23
$1.16M 0.85%
21,644
+1,916
24
$1.14M 0.83%
9,501
+341
25
$1.07M 0.78%
18,468
+1,591