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
$153M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13.2M
3
+$3.27M
4
USMF icon
WisdomTree US Multifactor Fund
USMF
+$1.19M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$554K

Top Sells

1
+$3.4M
2
+$224K
3
+$192K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$192K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$161K

Sector Composition

1 Healthcare 2.8%
2 Energy 0.43%
3 Financials 0.42%
4 Technology 0.38%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$269K 0.18%
1,337
27
$267K 0.17%
3,605
-250
28
$265K 0.17%
1,898
29
$249K 0.16%
+6,696
30
$243K 0.16%
9,441
-498
31
$237K 0.15%
+2,660
32
– –
-70,082
33
– –
-3,474
1
2