WWM
Wolff Wiese Magana Portfolio holdings
AUM
$161M
1-Year Return
25.9%
This Quarter Return
+10.21%
1 Year Return
+25.9%
3 Year Return
+87.62%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$13M
(+9.2%)
Cap. Flow
+$2.13M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
25.09%
Holding
887
New
52
Increased
172
Reduced
205
Closed
51
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$1.22M |
| 2 |
Portillo's
PTLO
|
$787K |
| 3 |
Upstart Holdings
UPST
|
$517K |
| 4 |
SoFi Technologies
SOFI
|
$488K |
| 5 |
Medtronic
MDT
|
$415K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$1.1M |
| 2 |
DraftKings
DKNG
|
$549K |
| 3 |
LPL Financial
LPLA
|
$533K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$348K |
| 5 |
NVIDIA
NVDA
|
$289K |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Healthcare | 15.15% |
| 3 | Financials | 8.15% |
| 4 | Consumer Discretionary | 6.51% |
| 5 | Industrials | 6.44% |
