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
$135M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$362K
2 +$241K
3 +$210K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.5K
5
JPM icon
JPMorgan Chase
JPM
+$12.7K

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 Change
in Stake
Capital Flow
26
$210K 0.16%
+1,335