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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
451
$14K 0.01%
102
+61
452
$13K 0.01%
4
+1
453
$13K 0.01%
392
454
$13K 0.01%
158
+24
455
$13K 0.01%
130
456
$13K 0.01%
207
457
$13K 0.01%
140
458
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54
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459
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460
$13K 0.01%
29
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461
$13K 0.01%
88
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462
$13K 0.01%
340
463
$13K 0.01%
170
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464
$12K 0.01%
1,217
465
$12K 0.01%
137
466
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431
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467
$12K 0.01%
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468
$12K 0.01%
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$12K 0.01%
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$12K 0.01%
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472
$12K 0.01%
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473
$12K 0.01%
300
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$12K 0.01%
22
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475
$12K 0.01%
613
17 18
19
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