WWM

Wolff Wiese Magana Portfolio holdings

AUM $177M
1-Year Est. Return 26.98%
This Quarter Est. Return
1 Year Est. Return
+26.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$538K
3
+$461K
4
AMGN icon
Amgen
AMGN
+$428K
5
TSLA icon
Tesla
TSLA
+$399K

Top Sells

1
+$681K
2
+$516K
3
+$503K
4
HALO icon
Halozyme
HALO
+$410K
5
ANET icon
Arista Networks
ANET
+$354K

Sector Composition

1 Technology 24.8%
2 Financials 11.43%
3 Healthcare 10.53%
4 Consumer Staples 7.6%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.5K 0.02%
211
252
$29.2K 0.02%
1,000
253
$28.7K 0.02%
380
+265
254
$28.7K 0.02%
351
255
$28.6K 0.02%
170
+15
256
$28.5K 0.02%
904
+767
257
$28.3K 0.02%
1,321
258
$28.3K 0.02%
332
259
$28.3K 0.02%
61
260
$28.3K 0.02%
415
261
$28.2K 0.02%
140
262
$27.8K 0.02%
82
263
$27.2K 0.02%
627
+8
264
$26.9K 0.02%
306
-40
265
$26.6K 0.02%
50
266
$26.6K 0.02%
787
267
$26.5K 0.02%
200
+100
268
$26.4K 0.02%
1,542
269
$25.9K 0.02%
284
270
$25.8K 0.02%
145
271
$25.3K 0.02%
420
272
$24.5K 0.02%
100
273
$24.1K 0.02%
300
274
$24K 0.02%
402
+10
275
$23.6K 0.02%
174
9 10
11
12 13