WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+5.75%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+13%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
6.18%
Top 10 Holdings %
Top 10 Hldgs %
74.02%
Holding
39
New
6
Increased
10
Reduced
11
Closed
2
Top Buys
| 1 |
First Trust Cloud Computing ETF
SKYY
|
$9.61M |
| 2 |
Invesco S&P SmallCap Consumer Staples ETF
PSCC
|
$5.99M |
| 3 |
SPDR S&P Biotech ETF
XBI
|
$5.17M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$970K |
| 5 |
First Trust Multi Cap Growth AlphaDEX Fund
FAD
|
$731K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$6.82M |
| 2 |
SPDR NYSE Technology ETF
XNTK
|
$6.18M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$589K |
| 4 |
iShares Russell 3000 ETF
IWV
|
$533K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$233K |
Sector Composition
| 1 | Healthcare | 2.55% |
| 2 | Energy | 0.45% |
| 3 | Financials | 0.43% |
| 4 | Technology | 0.42% |
| 5 | Consumer Discretionary | 0.16% |
