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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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.16M
3
+$2.88M
4
QCOM icon
Qualcomm
QCOM
+$2.71M
5
AMZN icon
Amazon
AMZN
+$2.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.03%
2 Healthcare 16.28%
3 Consumer Discretionary 7.68%
4 Financials 7.14%
5 Consumer Staples 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1K ﹤0.01%
+88
652
$1K ﹤0.01%
+30
653
$1K ﹤0.01%
+33
654
$1K ﹤0.01%
+30
655
$1K ﹤0.01%
+28
656
– –
0
657
$1K ﹤0.01%
+18
658
$1K ﹤0.01%
+130
659
$1K ﹤0.01%
+100
660
$1K ﹤0.01%
+100
661
$1K ﹤0.01%
+50
662
$1K ﹤0.01%
+30
663
$1K ﹤0.01%
+17
664
$1K ﹤0.01%
+50
665
$1K ﹤0.01%
+144
666
$1K ﹤0.01%
+200
667
$1K ﹤0.01%
+100
668
$1K ﹤0.01%
+3
669
$1K ﹤0.01%
+100
670
– –
0
671
$1K ﹤0.01%
+100
672
$1K ﹤0.01%
+60
673
$1K ﹤0.01%
+65
674
$1K ﹤0.01%
+200
675
$1K ﹤0.01%
+112
25 26
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