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Home > Institutional Investor > Wolff Wiese Magana Llc > Profile

Instuitional Investor - Wolff Wiese Magana Llc

Fund Profile
Filing Period:
Fund Name: Wolff Wiese Magana Llc
Portfolio Value $105,245,928
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 12,522 $4,708,671 4.47%
2.
Apple Inc.
 AAPL 23,518 $4,527,982 4.3%
3.
Visa Inc.
 V 12,927 $3,365,434 3.19%
4.
Nvidia Corp
 NVDA 6,770 $3,352,559 3.18%
5.
Vanguard Index Fds
 37,018 $3,270,915 3.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)