WFWM

Wechter Feldman Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.1M
3
+$15.1M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$12.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.32%
2 Energy 0.54%
3 Technology 0.17%
4 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$258K 0.17%
+4,990
27
$256K 0.17%
+8,852
28
$255K 0.17%
+1,685
29
$237K 0.16%
+2,048
30
$209K 0.14%
+1,815
1
2