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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
651
$4K ﹤0.01%
+8
652
$4K ﹤0.01%
42
-10
653
$4K ﹤0.01%
73
654
$4K ﹤0.01%
+400
655
$4K ﹤0.01%
112
656
$4K ﹤0.01%
100
657
$4K ﹤0.01%
22
+16
658
$4K ﹤0.01%
70
659
$4K ﹤0.01%
208
660
$4K ﹤0.01%
36
-13
661
$4K ﹤0.01%
11
+6
662
$4K ﹤0.01%
+400
663
$4K ﹤0.01%
100
664
$3K ﹤0.01%
+15
665
$3K ﹤0.01%
+15
666
$3K ﹤0.01%
83
-118
667
$3K ﹤0.01%
61
-179
668
$3K ﹤0.01%
8
-235
669
$3K ﹤0.01%
10
+2
670
$3K ﹤0.01%
+20
671
$3K ﹤0.01%
18
-48
672
$3K ﹤0.01%
150
673
$3K ﹤0.01%
59
674
$3K ﹤0.01%
+200
675
$3K ﹤0.01%
+40
25 26
27
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