WFWM

Wechter Feldman Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.78M
2
+$70.2K
3
+$15.7K

Top Sells

1
+$684K
2
+$648K
3
+$380K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$285K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$259K

Sector Composition

1 Healthcare 2.96%
2 Energy 0.6%
3 Financials 0.39%
4 Technology 0.22%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,685
27
– –
-3,172
1
2