WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
1-Year Est. Return
25.17%
1 Year Est. Return
+25.17%
AUM
$143M
AUM Growth
+$7.27M
(+5.4%)
Holding
27
Top Buys
| 1 | +$18.1M | |
| 2 | +$1.45M | |
| 3 | +$693K | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$499K |
| 5 |
Vanguard Health Care ETF
VHT
|
+$388K |
Top Sells
| 1 | +$14.6M | |
| 2 | +$5.71M | |
| 3 | +$633K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$319K |
| 5 |
Apple
AAPL
|
+$192K |
Sector Composition
| 1 | Healthcare | 4.27% |
| 2 | Technology | 0.78% |
| 3 | Financials | 0.71% |
| 4 | Consumer Discretionary | 0.31% |
| 5 | Communication Services | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| – | – |
-210,535
|
|
||
27
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
| – | – |
-83,544
|
|