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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
$155M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$853K
3
+$840K
4
SOFI icon
SoFi Technologies
SOFI
+$567K
5
MDT icon
Medtronic
MDT
+$464K

Top Sells

1
+$1.08M
2
+$782K
3
+$556K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$345K
5
NVDA icon
NVIDIA
NVDA
+$270K

Sector Composition

1 Technology 25.48%
2 Healthcare 15.15%
3 Financials 8.23%
4 Consumer Discretionary 6.51%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$11K 0.01%
+205
527
$11K 0.01%
470
528
$11K 0.01%
431
529
$11K 0.01%
650
530
$11K 0.01%
388
-47
531
$11K 0.01%
264
532
$11K 0.01%
137
533
$11K 0.01%
430
534
$11K 0.01%
123
535
$11K 0.01%
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536
$10K 0.01%
142
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537
$10K 0.01%
25
+4
538
$10K 0.01%
112
+2
539
$10K 0.01%
225
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540
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130
541
$10K 0.01%
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542
$10K 0.01%
332
543
$10K 0.01%
199
544
$10K 0.01%
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545
$10K 0.01%
40
546
$10K 0.01%
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547
$10K 0.01%
291
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548
$10K 0.01%
129
549
$10K 0.01%
250
550
$10K 0.01%
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