WWM

Wolff Wiese Magana Portfolio holdings

AUM $183M
1-Year Est. Return 26.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.99%
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
701
$0 ﹤0.01%
+4
702
$0 ﹤0.01%
+7
703
$0 ﹤0.01%
+32
704
$0 ﹤0.01%
+4
705
0
706
$0 ﹤0.01%
+1
707
$0 ﹤0.01%
+5