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
$145M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$5.64M
3
+$886K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$587K
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$434K

Top Sells

1
+$7.78M
2
+$5.54M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$905K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$687K

Sector Composition

1 Healthcare 2.6%
2 Energy 0.5%
3 Financials 0.44%
4 Technology 0.37%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$390K 0.27%
+5,022
27
$388K 0.27%
3,725
+665
28
$268K 0.18%
3,855
29
$264K 0.18%
9,939
+33
30
$257K 0.18%
3,581
31
$250K 0.17%
1,340
+106
32
$233K 0.16%
1,946
-65,013
33
$230K 0.16%
1,898
+1
34
– –
-7,387
35
– –
-8,386
36
– –
-49,025
1
2