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
276
$23.4K 0.02%
157
277
$23.1K 0.02%
928
+800
278
$23K 0.02%
727
279
$22.9K 0.02%
450
280
$22.8K 0.02%
594
281
$22.6K 0.02%
100
282
$22.2K 0.01%
1,000
283
$22.1K 0.01%
287
284
$22K 0.01%
380
+1
285
$21.8K 0.01%
303
286
$21.8K 0.01%
69
+30
287
$21.8K 0.01%
409
+1
288
$21.6K 0.01%
62
289
$21.6K 0.01%
64
290
$21.4K 0.01%
427
+6
291
$21K 0.01%
64
292
$21K 0.01%
2,603
293
$20.8K 0.01%
71
294
$20.8K 0.01%
362
-251
295
$20.7K 0.01%
35
296
$20.6K 0.01%
226
297
$20.4K 0.01%
237
298
$20.2K 0.01%
271
299
$20.1K 0.01%
107
300
$20.1K 0.01%
244