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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
$142M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$980K
3
+$868K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$831K
5
MPT
Medical Properties Trust
MPT
+$660K

Top Sells

1
+$1.33M
2
+$908K
3
+$860K
4
T icon
AT&T
T
+$782K
5
AAPL icon
Apple
AAPL
+$698K

Sector Composition

1 Technology 25.18%
2 Healthcare 14.65%
3 Financials 8.85%
4 Consumer Discretionary 6.56%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14K 0.01%
83
-7
477
$14K 0.01%
30
+17
478
$14K 0.01%
125
479
$14K 0.01%
125
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480
$14K 0.01%
340
481
$14K 0.01%
231
-54
482
$14K 0.01%
552
+19
483
$13K 0.01%
140
484
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207
485
$13K 0.01%
673
486
$13K 0.01%
53
+17
487
$13K 0.01%
45
488
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184
489
$13K 0.01%
192
490
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170
491
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+161
492
$12K 0.01%
305
+20
493
$12K 0.01%
58
494
$12K 0.01%
171
-30
495
$12K 0.01%
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496
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497
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106
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498
$12K 0.01%
435
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499
$12K 0.01%
137
500
$12K 0.01%
470
-100
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20
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