WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
1-Year Est. Return
25.17%
1 Year Est. Return
+25.17%
AUM
$136M
AUM Growth
+$451K
(+0.33%)
Holding
26
Top Buys
| 1 | +$2.49M | |
| 2 | +$1.64M | |
| 3 | +$543K | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$515K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$508K |
Top Sells
| 1 | +$7.84M | |
| 2 | +$963K | |
| 3 | +$502K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$273K |
| 5 |
Moody's
MCO
|
+$107K |
Sector Composition
| 1 | Healthcare | 4.05% |
| 2 | Technology | 0.86% |
| 3 | Financials | 0.7% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Communication Services | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
| – | – |
-2,523
|
|