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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
$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
751
$1K ﹤0.01%
88
752
$1K ﹤0.01%
17
753
$1K ﹤0.01%
20
754
$1K ﹤0.01%
43
+20
755
$1K ﹤0.01%
40
756
$1K ﹤0.01%
30
757
$1K ﹤0.01%
6
758
$1K ﹤0.01%
100
759
$1K ﹤0.01%
+18
760
$1K ﹤0.01%
3
-4
761
$1K ﹤0.01%
9
762
$1K ﹤0.01%
14
-869
763
$1K ﹤0.01%
1
764
$1K ﹤0.01%
150
765
$1K ﹤0.01%
100
766
$1K ﹤0.01%
+35
767
$1K ﹤0.01%
15
768
$1K ﹤0.01%
17
-27
769
$1K ﹤0.01%
+17
770
$1K ﹤0.01%
+26
771
$1K ﹤0.01%
1
772
$1K ﹤0.01%
200
773
$1K ﹤0.01%
100
774
– –
0
775
$1K ﹤0.01%
540
+340
29 30
31
32 33