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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$6.87M
2 +$3.27M
3 +$3.21M
4
QCOM icon
Qualcomm
QCOM
+$2.97M
5
AMZN icon
Amazon
AMZN
+$2.34M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.03%
2 Healthcare 16.28%
3 Consumer Discretionary 7.68%
4 Financials 7.14%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$5K ﹤0.01%
+280
527
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528
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+900
529
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530
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531
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535
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536
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548
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+153