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
$151M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$58.2K
2
+$50K
3
+$20.6K
4
AAPL icon
Apple
AAPL
+$396

Top Sells

1
+$2.28M
2
+$1.06M
3
+$787K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$454K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$384K

Sector Composition

1 Healthcare 2.81%
2 Financials 0.46%
3 Technology 0.4%
4 Energy 0.38%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.19%
1,337
27
$281K 0.19%
3,605
28
$263K 0.17%
1,886
-12
29
$261K 0.17%
9,441
30
$259K 0.17%
6,696
31
$252K 0.17%
2,660
1
2