WFM
Wolff Financial Management Portfolio holdings
AUM
$387M
This Quarter Return
+1.46%
1 Year Return
+11.92%
3 Year Return
+39.15%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-60%)
Cap. Flow
-$174M
Cap. Flow
% of AUM
-151.51%
Top 10 Holdings %
Top 10 Hldgs %
84.97%
Holding
100
New
–
Increased
11
Reduced
15
Closed
65
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.93M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.92M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$548K |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$547K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$369K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$23.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$23.1M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$19.5M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$17.9M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$17.7M |
Sector Composition
| 1 | Communication Services | 2.02% |
| 2 | Financials | 1.46% |
| 3 | Healthcare | 1.24% |
| 4 | Consumer Staples | 0.56% |
| 5 | Technology | 0.48% |
