WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+2.82%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(-1.4%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-4.24%
Top 10 Holdings %
Top 10 Hldgs %
85.75%
Holding
31
New
–
Increased
4
Reduced
18
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$58.2K |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
$50K |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$20.6K |
| 4 |
Apple
AAPL
|
$396 |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $285K | 0.19% |
1,337
| – | – |
|
27
Technology Select Sector SPDR Fund
XLK
$83.9B
| $281K | 0.19% |
3,605
| – | – |
|
28
Johnson & Johnson
JNJ
$427B
| $263K | 0.17% |
1,886
-12
| -0.6% | -$1.67K |
|
29
Financial Select Sector SPDR Fund
XLF
$54.1B
| $261K | 0.17% |
9,441
| – | – |
|
30
SPDR Portfolio S&P 500 Growth ETF
SPYG
$40.4B
| $259K | 0.17% |
6,696
| – | – |
|
31
Amazon
AMZN
$2.44T
| $252K | 0.17% |
133
| – | – |
|