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
376
$12.7K 0.01%
436
+203
377
$12.7K 0.01%
130
378
$12.7K 0.01%
735
379
$12.7K 0.01%
67
380
$12.7K 0.01%
45
381
$12.6K 0.01%
42
382
$12.5K 0.01%
44
+39
383
$12.4K 0.01%
30
-12
384
$12.3K 0.01%
153
385
$12.3K 0.01%
101
-44
386
$12.2K 0.01%
71
387
$12.2K 0.01%
+721
388
$12.2K 0.01%
52
389
$12.2K 0.01%
180
390
$12.1K 0.01%
66
391
$12K 0.01%
130
392
$11.9K 0.01%
246
393
$11.9K 0.01%
126
394
$11.9K 0.01%
735
395
$11.9K 0.01%
250
396
$11.9K 0.01%
177
397
$11.8K 0.01%
591
398
$11.8K 0.01%
51
+41
399
$11.6K 0.01%
61
400
$11.6K 0.01%
105