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
$41M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$993K
2
+$536K
3
+$86.4K

Top Sells

1
+$20.7M
2
+$20.2M
3
+$12.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.47M

Sector Composition

1 Healthcare 9.38%
2 Technology 1.39%
3 Financials 0.67%
4 Consumer Discretionary 0.54%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,908
27
– –
-8,442
28
– –
-41,330
29
– –
-5,812
1
2