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
$158M
AUM Growth
+$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$690K
3
+$508K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$507K
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$464K

Top Sells

1
+$312K
2
+$281K
3
+$263K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$261K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$244K

Sector Composition

1 Healthcare 2.73%
2 Financials 0.45%
3 Technology 0.43%
4 Energy 0.31%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$351K 0.22%
3,291
27
$283K 0.18%
7,265
+569
28
$278K 0.18%
1,337
29
$242K 0.15%
1,870
-16
30
$231K 0.15%
2,660
31
– –
-9,441
32
– –
-3,605
1
2