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
$143M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.81M
3
+$2.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$315K

Top Sells

1
+$3.04M
2
+$691K
3
+$561K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$370K
5
VTI icon
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 Change
in Stake 		Capital Flow
26
$257K 0.18%
1,841
27
$247K 0.17%
3,855
28
$246K 0.17%
8,386
29
$236K 0.17%
1,191
30
$214K 0.15%
2,048
1
2