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
$104M
AUM Growth
-$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.44M
3
+$1.13M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$129K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$109K

Top Sells

1
+$13.8M
2
+$11.5M
3
+$10.6M
4
FAD icon
First Trust Multi Cap Growth AlphaDEX Fund
FAD
+$10.4M
5
PSCC icon
Invesco S&P SmallCap Consumer Staples ETF
PSCC
+$5.99M

Sector Composition

1 Healthcare 3.76%
2 Financials 0.61%
3 Energy 0.54%
4 Technology 0.46%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.23%
3,855
27
$237K 0.23%
9,939
28
$224K 0.22%
3,474
-107
29
– –
-100,262
30
– –
-2,660
31
– –
-134,576
32
– –
-1,580
33
– –
-215,154
34
– –
-8,009
35
– –
-73,722
36
– –
-53,937
37
– –
-98,141
38
– –
-9,634
1
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