We are live on ! Find out more
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
$142M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$980K
3
+$868K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$831K
5
MPT
Medical Properties Trust
MPT
+$660K

Top Sells

1
+$1.33M
2
+$908K
3
+$860K
4
T icon
AT&T
T
+$782K
5
AAPL icon
Apple
AAPL
+$698K

Sector Composition

1 Technology 25.18%
2 Healthcare 14.65%
3 Financials 8.85%
4 Consumer Discretionary 6.56%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
+340
652
$4K ﹤0.01%
48
-19
653
$4K ﹤0.01%
80
654
$4K ﹤0.01%
18
655
$4K ﹤0.01%
50
656
$4K ﹤0.01%
8
657
$4K ﹤0.01%
42
658
$4K ﹤0.01%
73
-15
659
$3K ﹤0.01%
+51
660
$3K ﹤0.01%
10
-1
661
$3K ﹤0.01%
49
662
$3K ﹤0.01%
139
663
$3K ﹤0.01%
32
-15
664
$3K ﹤0.01%
4
665
$3K ﹤0.01%
21
666
$3K ﹤0.01%
61
667
$3K ﹤0.01%
+64
668
$3K ﹤0.01%
59
669
$3K ﹤0.01%
59
-105
670
$3K ﹤0.01%
+35
671
$3K ﹤0.01%
86
672
$3K ﹤0.01%
45
-10
673
$3K ﹤0.01%
100
674
$3K ﹤0.01%
+8
675
$3K ﹤0.01%
208
25 26
27
28 29