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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
526
$10K 0.01%
110
+7
527
$10K 0.01%
305
528
$10K 0.01%
322
-4
529
$10K 0.01%
90
-15
530
$9K 0.01%
600
531
$9K 0.01%
337
532
$9K 0.01%
1,217
533
$9K 0.01%
161
-150
534
$9K 0.01%
79
-17
535
$9K 0.01%
148
-690
536
$9K 0.01%
130
537
$9K 0.01%
150
+10
538
$9K 0.01%
430
539
$9K 0.01%
+278
540
$9K 0.01%
192
541
$9K 0.01%
650
542
$9K 0.01%
900
543
$9K 0.01%
250
-29
544
$9K 0.01%
132
545
$9K 0.01%
70
-18
546
$9K 0.01%
165
547
$8K 0.01%
110
548
$8K 0.01%
33
-4
549
$8K 0.01%
+40
550
$8K 0.01%
43
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