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
$137M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,014
New
Increased
Reduced
Closed

Top Sells

1 +$3.01M
2 +$1.3M
3 +$932K
4
AAPL icon
Apple
AAPL
+$788K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$659K

Sector Composition

1 Technology 19.02%
2 Healthcare 13.81%
3 Industrials 7.95%
4 Financials 7.74%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$1K ﹤0.01%
7
777
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+10
778
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779
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780
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8
783
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+60
784
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785
$1K ﹤0.01%
600
786
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+5
787
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325
788
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789
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790
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795
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10
796
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72
-87
797
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+15
798
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+20
799
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+5
800
$1K ﹤0.01%
+10