Long-term investor
Wolff Wiese Magana LLC @wolffwiesemaganallc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001832097).
Record
- Tracked since 2025-06-30 (434 days), 82 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +6.6% · 1 year +13.6% · all +13.6%
- Max drawdown -3.9% · Sharpe 0.68 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 4.3% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- IJR · 2.7% · long · since 2025-06-30
- CSCO · 2.7% · long · since 2025-06-30
- AVGO · 2.3% · long · since 2025-06-30
- ABBV · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- VNQ · 2.1% · long · since 2025-06-30
- V · 2.0% · long · since 2025-06-30
- VOO · 2.0% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30