WWM

Wolff Wiese Magana Portfolio holdings

AUM $183M
1-Year Est. Return 26.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.99%
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
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1002
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1006
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1008
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1009
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1010
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3