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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
676
$3K ﹤0.01%
95
+25
677
$3K ﹤0.01%
86
678
$3K ﹤0.01%
+4
679
$3K ﹤0.01%
200
680
$3K ﹤0.01%
+20
681
$3K ﹤0.01%
100
682
$3K ﹤0.01%
44
+27
683
$3K ﹤0.01%
20
684
$3K ﹤0.01%
20
-6,807
685
$3K ﹤0.01%
105
686
$3K ﹤0.01%
325
687
$3K ﹤0.01%
+11
688
$3K ﹤0.01%
49
689
$2K ﹤0.01%
+22
690
$2K ﹤0.01%
+50
691
$2K ﹤0.01%
14
692
$2K ﹤0.01%
+4
693
$2K ﹤0.01%
+100
694
$2K ﹤0.01%
+34
695
$2K ﹤0.01%
+18
696
$2K ﹤0.01%
+7
697
$2K ﹤0.01%
18
698
$2K ﹤0.01%
150
699
$2K ﹤0.01%
+3
700
$2K ﹤0.01%
60
26 27
28
29 30