WWM

Wolff Wiese Magana Portfolio holdings

AUM $183M
1-Year Est. Return 26.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.99%
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 +$6.22M
2 +$3.16M
3 +$2.88M
4
QCOM icon
Qualcomm
QCOM
+$2.71M
5
AMZN icon
Amazon
AMZN
+$2.29M

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%
+1,131
227
$64K 0.05%
+301
228
$64K 0.05%
+1,200
229
$63K 0.05%
+618
230
$63K 0.05%
+271
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%
+5,000
241
$58K 0.05%
+658
242
$58K 0.05%
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243
$58K 0.05%
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244
$57K 0.05%
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245
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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%
+708