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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
$140M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$746K
2
+$643K
3
+$605K
4
XYZ
Block Inc
XYZ
+$550K
5
TWLO icon
Twilio
TWLO
+$469K

Top Sells

1
+$949K
2
+$830K
3
+$791K
4
TSN icon
Tyson Foods
TSN
+$515K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$323K

Sector Composition

1 Technology 26.24%
2 Healthcare 15.13%
3 Financials 7.95%
4 Consumer Discretionary 7.29%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
11
+6
602
$6K ﹤0.01%
110
603
$6K ﹤0.01%
29
+3
604
$6K ﹤0.01%
28
605
$6K ﹤0.01%
155
+34
606
$6K ﹤0.01%
+107
607
$6K ﹤0.01%
180
608
$6K ﹤0.01%
101
609
$6K ﹤0.01%
200
610
$6K ﹤0.01%
250
611
$5K ﹤0.01%
175
612
$5K ﹤0.01%
130
613
$5K ﹤0.01%
45
614
$5K ﹤0.01%
78
-6
615
$5K ﹤0.01%
53
+29
616
$5K ﹤0.01%
139
617
$5K ﹤0.01%
88
-6
618
$5K ﹤0.01%
+268
619
$5K ﹤0.01%
31
620
$5K ﹤0.01%
+22
621
$5K ﹤0.01%
56
622
$5K ﹤0.01%
+162
623
$5K ﹤0.01%
55
-8
624
$5K ﹤0.01%
48
+28
625
$5K ﹤0.01%
75
23 24
25
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