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
$116M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.28M
3
+$514K
4
KVUE icon
Kenvue
KVUE
+$453K
5
PEP icon
PepsiCo
PEP
+$321K

Top Sells

1
+$1.07M
2
+$467K
3
+$462K
4
PANW icon
Palo Alto Networks
PANW
+$415K
5
AMGN icon
Amgen
AMGN
+$365K

Sector Composition

1 Technology 26.77%
2 Healthcare 11.84%
3 Financials 10.46%
4 Consumer Staples 9.07%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
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