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
$146M
AUM Growth
-$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.09M
3
+$414K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$411K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$391K

Top Sells

1
+$10.3M
2
+$3.71M
3
+$1.85M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$833K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$521K

Sector Composition

1 Healthcare 2.65%
2 Energy 0.56%
3 Communication Services 0.21%
4 Financials 0.18%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$307K 0.21%
+9,788
27
$269K 0.18%
+3,060
28
$255K 0.18%
2,048
29
$249K 0.17%
6,940
-1,912
30
$248K 0.17%
1,736
+51
31
$248K 0.17%
3,580
-12,024
32
$226K 0.16%
1,815
33
$219K 0.15%
+3,160
34
– –
-10,390
35
– –
-4,990
36
– –
-10,718
1
2