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
$141M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.58M
3
+$6.09M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$363K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$271K

Top Sells

1
+$9.76M
2
+$6.43M
3
+$5.18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.7M
5
IWV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 13.79%
124,740
-8,048
2
$15.5M 10.93%
58,261
-2,824
3
$14.2M 10.04%
96,732
-5,313
4
$12.2M 8.63%
+74,432
5
$11.9M 8.4%
110,827
-25,207
6
$10.7M 7.59%
106,295
-5,644
7
$9.58M 6.77%
+94,551
8
$9.08M 6.42%
66,879
-2,304
9
$7.77M 5.49%
66,959
+2,126
10
$6.09M 4.3%
+68,465
11
$5.54M 3.92%
49,025
-1,373
12
$3.88M 2.74%
25,279
-238
13
$2.76M 1.95%
58,998
-513
14
$2.7M 1.91%
26,994
-131
15
$1.66M 1.17%
16,564
16
$1.51M 1.07%
14,379
-2,673
17
$984K 0.7%
12,716
18
$727K 0.51%
29,906
+12
19
$672K 0.48%
23,853
+12,884
20
$649K 0.46%
8,705
-412
21
$590K 0.42%
7,387
-495
22
$578K 0.41%
11,130
23
$379K 0.27%
9,044
+288
24
$337K 0.24%
3,060
25
$273K 0.19%
9,906
1
2