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
176
$100K 0.07%
+1,911
177
$98K 0.07%
340
-96
178
$97K 0.07%
1,692
-129
179
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180
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541
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181
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182
$93K 0.07%
1,015
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183
$92K 0.07%
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184
$92K 0.07%
781
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185
$92K 0.07%
403
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186
$92K 0.07%
390
187
$91K 0.07%
960
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188
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189
$89K 0.07%
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$89K 0.07%
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2,197
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2,190
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198
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1,688
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$79K 0.06%
386
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