WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+9.98%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+47%)
Cap. Flow
+$39M
Cap. Flow
% of AUM
25.47%
Top 10 Holdings %
Top 10 Hldgs %
85.93%
Holding
33
New
5
Increased
10
Reduced
8
Closed
2
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$23.4M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$13.2M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.27M |
| 4 |
WisdomTree US Multifactor Fund
USMF
|
$1.19M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$554K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $269K | 0.18% |
1,337
| – | – |
|
27
Technology Select Sector SPDR Fund
XLK
$83.9B
| $267K | 0.17% |
3,605
-250
| -6% | -$18.5K |
|
28
Johnson & Johnson
JNJ
$427B
| $265K | 0.17% |
1,898
| – | – |
|
29
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
| $249K | 0.16% |
+6,696
| New | +$249K |
|
30
Financial Select Sector SPDR Fund
XLF
$54.1B
| $243K | 0.16% |
9,441
-498
| -5% | -$12.8K |
|
31
Amazon
AMZN
$2.44T
| $237K | 0.15% |
+133
| New | +$237K |
|
32
First Trust Cloud Computing ETF
SKYY
$3.04B
| – | – |
-70,082
| Closed | -$3.4M |
|
33
Industrial Select Sector SPDR Fund
XLI
$23.3B
| – | – |
-3,474
| Closed | -$224K |
|