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
$153M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$13.2M
3
+$3.27M
4
USMF icon
WisdomTree US Multifactor Fund
USMF
+$1.19M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$554K

Top Sells

1
+$3.4M
2
+$224K
3
+$192K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$192K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$161K

Sector Composition

1 Healthcare 2.8%
2 Energy 0.43%
3 Financials 0.42%
4 Technology 0.38%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 15.29%
+402,654
2
$19.1M 12.46%
114,476
+515
3
$17.4M 11.36%
310,089
+58,330
4
$15.1M 9.88%
53,199
-202
5
$13.2M 8.62%
+143,916
6
$10.7M 7.01%
97,928
-1,754
7
$10.7M 6.97%
107,038
+2,125
8
$8.43M 5.51%
58,267
-1,324
9
$7.4M 4.83%
47,025
-621
10
$6.13M 4%
214,750
+4,033
11
$4M 2.61%
23,189
12
$2.24M 1.46%
47,892
-2,067
13
$2.17M 1.42%
61,791
+13,107
14
$1.65M 1.08%
12,716
15
$1.49M 0.97%
16,564
16
$1.4M 0.92%
42,223
+16,662
17
$1.19M 0.78%
+41,010
18
$1.16M 0.76%
33,944
+3,802
19
$1.03M 0.68%
12,440
+3,855
20
$883K 0.58%
11,130
21
$690K 0.45%
28,743
+15
22
$663K 0.43%
8,205
23
$577K 0.38%
12,140
+4
24
$491K 0.32%
4,628
-1,515
25
$377K 0.25%
3,725
1
2