WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+8.12%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+6.1%)
Cap. Flow
-$2.27M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
93.78%
Holding
26
New
3
Increased
3
Reduced
13
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$362K |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$241K |
| 3 |
Johnson & Johnson
JNJ
|
$210K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$17.5K |
| 5 |
JPMorgan Chase
JPM
|
$12.7K |
Top Sells
Sector Composition
| 1 | Healthcare | 3.79% |
| 2 | Technology | 0.94% |
| 3 | Financials | 0.69% |
| 4 | Consumer Discretionary | 0.31% |
| 5 | Communication Services | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Johnson & Johnson
JNJ
$427B
| $210K | 0.16% |
+1,335
| New | +$210K |
|