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
$130M
AUM Growth
+$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$71.8K
3
+$15.6K

Top Sells

1
+$683K
2
+$660K
3
+$388K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$284K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$264K

Sector Composition

1 Healthcare 2.96%
2 Energy 0.6%
3 Financials 0.39%
4 Technology 0.22%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 15.61%
136,333
-2,600
2
$16.1M 12.35%
63,654
-2,608
3
$15.3M 11.72%
139,420
-6,234
4
$14.4M 11.03%
102,771
-1,887
5
$10.7M 8.2%
112,836
-1,441
6
$10M 7.67%
188,603
-296
7
$9.2M 7.06%
71,022
+554
8
$8.75M 6.71%
77,040
-2,502
9
$7.42M 5.69%
66,704
-1,009
10
$6.39M 4.9%
89,990
+83,980
11
$4.02M 3.08%
26,387
12
$1.55M 1.19%
16,564
13
$1.09M 0.83%
12,716
14
$779K 0.6%
9,506
15
$738K 0.57%
29,882
-719
16
$680K 0.52%
11,130
-163
17
$648K 0.5%
7,908
-208
18
$299K 0.23%
2,048
19
$292K 0.22%
3,060
20
$283K 0.22%
7,352
+404
21
$248K 0.19%
8,386
22
$239K 0.18%
1,841
23
$228K 0.17%
3,855
-3,855
24
$218K 0.17%
1,191
25
$213K 0.16%
8,255
-8,055
1
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