WWM

Wolff Wiese Magana Portfolio holdings

AUM $161M
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$6.87M
2 +$3.27M
3 +$3.21M
4
QCOM icon
Qualcomm
QCOM
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.03%
2 Healthcare 16.28%
3 Consumer Discretionary 7.68%
4 Financials 7.14%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$64K 0.05%
+536
227
$64K 0.05%
+1,131
228
$64K 0.05%
+301
229
$63K 0.05%
+686
230
$63K 0.05%
+618
231
$63K 0.05%
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232
$61K 0.05%
+7,166
233
$61K 0.05%
+2,805
234
$60K 0.05%
+1,245
235
$60K 0.05%
+628
236
$59K 0.05%
+1,326
237
$59K 0.05%
+261
238
$59K 0.05%
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239
$58K 0.05%
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240
$58K 0.05%
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241
$58K 0.05%
+768
242
$58K 0.05%
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243
$58K 0.05%
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244
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245
$57K 0.05%
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246
$56K 0.05%
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247
$55K 0.05%
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248
$55K 0.05%
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249
$54K 0.05%
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250
$54K 0.05%
+474