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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
751
$2K ﹤0.01%
+20
752
$2K ﹤0.01%
+7
753
$2K ﹤0.01%
+5
754
$2K ﹤0.01%
144
755
$2K ﹤0.01%
+19
756
$2K ﹤0.01%
100
757
$2K ﹤0.01%
100
758
$2K ﹤0.01%
+125
759
$2K ﹤0.01%
+40
760
$2K ﹤0.01%
+3
761
$2K ﹤0.01%
+3
762
$2K ﹤0.01%
15
763
$2K ﹤0.01%
+10
764
$1K ﹤0.01%
15
765
$1K ﹤0.01%
+16
766
$1K ﹤0.01%
88
767
$1K ﹤0.01%
88
768
$1K ﹤0.01%
+8
769
$1K ﹤0.01%
30
770
$1K ﹤0.01%
9
771
– –
0
772
$1K ﹤0.01%
+12
773
$1K ﹤0.01%
1
774
$1K ﹤0.01%
22
775
$1K ﹤0.01%
100
29 30
31
32 33