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WWM

Wolff Wiese Magana Portfolio holdings

AUM $181M
1-Year Est. Return 26.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$643K
3
+$605K
4
XYZ
Block Inc
XYZ
+$550K
5
TWLO icon
Twilio
TWLO
+$469K

Top Sells

1
+$949K
2
+$830K
3
+$791K
4
TSN icon
Tyson Foods
TSN
+$515K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$323K

Sector Composition

1 Technology 26.24%
2 Healthcare 15.13%
3 Financials 7.95%
4 Consumer Discretionary 7.29%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$19K 0.01%
450
402
$19K 0.01%
285
403
$19K 0.01%
484
404
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386
405
$19K 0.01%
142
+17
406
$18K 0.01%
855
407
$18K 0.01%
300
408
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475
409
$18K 0.01%
108
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410
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535
411
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223
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412
$18K 0.01%
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413
$18K 0.01%
500
414
$18K 0.01%
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415
$17K 0.01%
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416
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417
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418
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34
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419
$17K 0.01%
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420
$17K 0.01%
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421
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422
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61
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423
$17K 0.01%
1,002
+100
424
$16K 0.01%
136
425
$16K 0.01%
442
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17
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