WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+4.12%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+9.7%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
82.81%
Holding
31
New
5
Increased
4
Reduced
13
Closed
–
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.04M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$691K |
| 3 |
iShares Russell 3000 ETF
IWV
|
$561K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$370K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$252K |
Sector Composition
| 1 | Healthcare | 2.64% |
| 2 | Energy | 0.53% |
| 3 | Financials | 0.39% |
| 4 | Technology | 0.26% |
| 5 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$427B
| $257K | 0.18% |
1,841
| – | – |
|
27
Technology Select Sector SPDR Fund
XLK
$83.9B
| $247K | 0.17% |
3,855
| – | – |
|
28
AT&T
T
$209B
| $246K | 0.17% |
6,334
| – | – |
|
29
Berkshire Hathaway Class B
BRK.B
$1.09T
| $236K | 0.17% |
1,191
| – | – |
|
|
CELG
30
DELISTED
Celgene Corp
CELG
| $214K | 0.15% |
2,048
| – | – |
|