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
451
$8.6K 0.01%
193
452
$8.54K 0.01%
500
453
$8.46K 0.01%
195
+155
454
$8.44K 0.01%
46
455
$8.39K 0.01%
35
456
$8.27K 0.01%
21
457
$8.23K 0.01%
34
458
$8.11K 0.01%
82
459
$8.11K 0.01%
39
460
$8.04K 0.01%
185
+2
461
$8K 0.01%
58
462
$7.99K 0.01%
+260
463
$7.96K 0.01%
103
464
$7.95K 0.01%
+280
465
$7.85K 0.01%
74
466
$7.7K 0.01%
120
-104
467
$7.69K 0.01%
32
+21
468
$7.55K 0.01%
282
469
$7.54K 0.01%
185
470
$7.52K 0.01%
+183
471
$7.5K 0.01%
92
472
$7.46K ﹤0.01%
180
473
$7.42K ﹤0.01%
221
474
$7.36K ﹤0.01%
81
475
$7.35K ﹤0.01%
1,905
17 18
19
20 21