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
$141M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.58M
3
+$6.09M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$363K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$271K

Top Sells

1
+$9.76M
2
+$6.43M
3
+$5.18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.7M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$1.26M

Sector Composition

1 Healthcare 2.45%
2 Energy 0.46%
3 Financials 0.41%
4 Technology 0.27%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.19%
+8,262
27
$266K 0.19%
3,581
-86,561
28
$252K 0.18%
3,855
29
$246K 0.17%
1,234
+43
30
$243K 0.17%
1,897
+56
31
$226K 0.16%
8,386
32
$211K 0.15%
+6,824
33
– –
-168,764
34
– –
-185,220
35
– –
-2,048
1
2