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
$150M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$285K
3
+$249K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$119K

Top Sells

1
+$13.2M
2
+$644K
3
+$479K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$416K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$384K

Sector Composition

1 Healthcare 3.11%
2 Technology 0.59%
3 Financials 0.33%
4 Communication Services 0.31%
5 Energy 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 0.18%
1,821
-49
27
$249K 0.17%
+8,442
28
$246K 0.16%
2,660
29
$211K 0.14%
+3,160
30
– –
-1,337
31
– –
-146,668
32
– –
-26,915
1
2