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
$143M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.81M
3
+$2.71M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.79M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$315K

Top Sells

1
+$3.04M
2
+$691K
3
+$561K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$370K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$252K

Sector Composition

1 Healthcare 2.64%
2 Energy 0.53%
3 Financials 0.39%
4 Technology 0.26%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 14.69%
132,788
-3,545
2
$16.4M 11.49%
61,085
-2,569
3
$15.2M 10.61%
102,045
-726
4
$14.9M 10.4%
136,034
-3,386
5
$11.4M 7.99%
111,939
-897
6
$9.76M 6.82%
185,220
-3,383
7
$9.49M 6.64%
69,183
-1,839
8
$7.69M 5.38%
64,833
-1,871
9
$6.82M 4.77%
90,142
+152
10
$5.75M 4.02%
50,398
-26,642
11
$5.18M 3.62%
+168,764
12
$3.93M 2.75%
25,517
-870
13
$2.81M 1.96%
+59,511
14
$2.71M 1.89%
+27,125
15
$1.79M 1.25%
+17,052
16
$1.63M 1.14%
16,564
17
$1.07M 0.75%
12,716
18
$763K 0.53%
9,117
-389
19
$729K 0.51%
29,894
+12
20
$643K 0.45%
7,882
-26
21
$598K 0.42%
11,130
22
$370K 0.26%
8,756
+1,404
23
$327K 0.23%
3,060
24
$315K 0.22%
+10,969
25
$276K 0.19%
9,906
+1,651
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