WWM

Wolff Wiese Magana Portfolio holdings

AUM $161M
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1 +$861K
2 +$388K
3 +$218K
4
CRWD icon
CrowdStrike
CRWD
+$172K
5
BEEM icon
Beam Global
BEEM
+$131K

Sector Composition

1 Technology 20.79%
2 Healthcare 13.17%
3 Financials 8.69%
4 Industrials 7.55%
5 Consumer Staples 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$65 ﹤0.01%
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752
$56 ﹤0.01%
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