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
$161M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1 +$816K
2 +$779K
3 +$778K
4
TXN icon
Texas Instruments
TXN
+$709K
5
NFLX icon
Netflix
NFLX
+$623K

Top Sells

1 +$1.83M
2 +$682K
3 +$671K
4
MRVL icon
Marvell Technology
MRVL
+$667K
5
MS icon
Morgan Stanley
MS
+$633K

Sector Composition

1 Technology 24.25%
2 Financials 12.4%
3 Healthcare 11.79%
4 Industrials 7.66%
5 Consumer Staples 6.89%