WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
-0.44%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-1.1%)
Cap. Flow
+$214K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
82.36%
Holding
36
New
5
Increased
6
Reduced
14
Closed
4
Top Buys
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$9.76M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$6.43M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$5.18M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.7M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$1.26M |
Sector Composition
| 1 | Healthcare | 2.45% |
| 2 | Energy | 0.46% |
| 3 | Financials | 0.41% |
| 4 | Technology | 0.27% |
| 5 | Communication Services | 0.16% |
