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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
$124M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,011
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.07M
3
+$1.03M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$755K
5
PFE icon
Pfizer
PFE
+$284K

Top Sells

1
+$957K
2
+$782K
3
+$695K
4
FDX icon
FedEx
FDX
+$612K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$471K

Sector Composition

1 Technology 18.68%
2 Healthcare 13.93%
3 Financials 9.07%
4 Industrials 7.43%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
10
+5
752
$1K ﹤0.01%
72
753
$1K ﹤0.01%
15
754
$1K ﹤0.01%
15
-5
755
$1K ﹤0.01%
+10
756
$1K ﹤0.01%
+100
757
$1K ﹤0.01%
10
758
$1K ﹤0.01%
21
759
$1K ﹤0.01%
5
760
$1K ﹤0.01%
27
761
$1K ﹤0.01%
100
762
$1K ﹤0.01%
8
763
$1K ﹤0.01%
5
764
$1K ﹤0.01%
20
-5
765
$1K ﹤0.01%
247
766
$1K ﹤0.01%
19
767
$1K ﹤0.01%
10
768
$1K ﹤0.01%
+20
769
$1K ﹤0.01%
450
770
$1K ﹤0.01%
12
771
$1K ﹤0.01%
10
772
$1K ﹤0.01%
7
773
$1K ﹤0.01%
15
-20
774
$1K ﹤0.01%
5
775
$1K ﹤0.01%
83
29 30
31
32 33