WWM

Wolff Wiese Magana Portfolio holdings

AUM $161M
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1 +$861K
2 +$388K
3 +$218K
4
CRWD icon
CrowdStrike
CRWD
+$172K
5
BEEM icon
Beam Global
BEEM
+$131K

Sector Composition

1 Technology 20.79%
2 Healthcare 13.17%
3 Financials 8.69%
4 Industrials 7.55%
5 Consumer Staples 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6.55K 0.01%
434
+30
402
$6.5K 0.01%
+193
403
$6.49K 0.01%
67
-3
404
$6.45K 0.01%
42
405
$6.37K 0.01%
54
406
$6.24K 0.01%
180
407
$6.21K 0.01%
125
408
$6.1K ﹤0.01%
58
409
$6.09K ﹤0.01%
25
410
$6.06K ﹤0.01%
+166
411
$6.05K ﹤0.01%
600
412
$6.01K ﹤0.01%
123
+11
413
$5.87K ﹤0.01%
51
414
$5.81K ﹤0.01%
140
415
$5.63K ﹤0.01%
125
416
$5.62K ﹤0.01%
282
417
$5.56K ﹤0.01%
175
418
$5.54K ﹤0.01%
25
419
$5.46K ﹤0.01%
74
420
$5.45K ﹤0.01%
72
+62
421
$5.34K ﹤0.01%
280
422
$5.2K ﹤0.01%
453
423
$5.14K ﹤0.01%
18
424
$5.06K ﹤0.01%
11
-4
425
$5.02K ﹤0.01%
74