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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
776
$1K ﹤0.01%
64
+34
777
$1K ﹤0.01%
2
778
$1K ﹤0.01%
11
+3
779
$1K ﹤0.01%
60
780
$1K ﹤0.01%
88
781
$1K ﹤0.01%
+6
782
$1K ﹤0.01%
7
783
$1K ﹤0.01%
22
784
$1K ﹤0.01%
35
785
$1K ﹤0.01%
130
786
$1K ﹤0.01%
50
787
$1K ﹤0.01%
30
788
$1K ﹤0.01%
22
789
$1K ﹤0.01%
55
790
$1K ﹤0.01%
100
791
$1K ﹤0.01%
100
792
$1K ﹤0.01%
10
793
$1K ﹤0.01%
3
794
$1K ﹤0.01%
240
795
$1K ﹤0.01%
100
796
$1K ﹤0.01%
400
797
$1K ﹤0.01%
65
798
$1K ﹤0.01%
20
799
$1K ﹤0.01%
30
-100
800
$1K ﹤0.01%
2
30 31
32
33 34