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
$145M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$5.64M
3
+$886K
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$587K
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$434K

Top Sells

1
+$7.78M
2
+$5.54M
3
+$1.02M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$905K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$687K

Sector Composition

1 Healthcare 2.6%
2 Energy 0.5%
3 Financials 0.44%
4 Technology 0.37%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 13.23%
118,469
-6,271
2
$15.1M 10.39%
55,726
-2,535
3
$14.4M 9.92%
94,814
-1,918
4
$12.9M 8.85%
73,185
-1,247
5
$10.9M 7.49%
102,316
-8,511
6
$10.7M 7.34%
97,567
+3,016
7
$10.6M 7.28%
104,168
-2,127
8
$9.03M 6.21%
+125,073
9
$8.74M 6.01%
62,232
-4,647
10
$8.33M 5.73%
83,533
+56,539
11
$6.18M 4.25%
66,214
-2,251
12
$3.72M 2.56%
23,369
-1,910
13
$2.65M 1.82%
56,870
-2,128
14
$1.82M 1.25%
16,564
15
$1.43M 0.99%
13,638
-741
16
$1.08M 0.75%
12,716
17
$1.03M 0.71%
37,036
+13,183
18
$886K 0.61%
+26,601
19
$868K 0.6%
25,529
+17,267
20
$723K 0.5%
29,914
+8
21
$720K 0.5%
8,706
+1
22
$645K 0.44%
11,130
23
$540K 0.37%
11,672
+2,628
24
$494K 0.34%
15,493
+8,669
25
$434K 0.3%
+8,982
1
2