WWM

Wolff Wiese Magana Portfolio holdings

AUM $183M
1-Year Est. Return 26.99%
This Quarter Est. Return
1 Year Est. Return
+26.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1 +$739K
2 +$673K
3 +$626K
4
XYZ
Block Inc
XYZ
+$578K
5
TWLO icon
Twilio
TWLO
+$532K

Sector Composition

1 Technology 26.31%
2 Healthcare 15.13%
3 Financials 7.89%
4 Consumer Discretionary 7.29%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$7K 0.01%
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579
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587
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600
$6K ﹤0.01%
127