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
$125M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$2.69M
3
+$849K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$677K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$510K

Top Sells

1
+$10.7M
2
+$9.35M
3
+$8.89M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.23M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$918K

Sector Composition

1 Healthcare 3.28%
2 Energy 0.61%
3 Financials 0.39%
4 Technology 0.2%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$218K 0.17%
1,685
-51
27
$202K 0.16%
+1,191
28
– –
-313,480
29
– –
-3,580
30
– –
-71,615
31
– –
-112,599
32
– –
-4,079
33
– –
-6,591
34
– –
-6,240
35
– –
-114,555
1
2