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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
551
$10K 0.01%
132
552
$10K 0.01%
300
553
$10K 0.01%
276
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554
$10K 0.01%
163
-68
555
$10K 0.01%
278
556
$10K 0.01%
91
-12
557
$10K 0.01%
100
+44
558
$9K 0.01%
600
559
$9K 0.01%
+55
560
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102
561
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280
562
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125
563
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564
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189
565
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566
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75
567
$9K 0.01%
125
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74
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569
$9K 0.01%
144
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570
$9K 0.01%
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572
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573
$9K 0.01%
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-15
574
$8K 0.01%
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575
$8K 0.01%
141
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