Wechter Feldman Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$22.4M |
| 2 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$13M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$3.12M |
| 4 |
WisdomTree US Multifactor Fund
USMF
|
+$1.16M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$532K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Cloud Computing ETF
SKYY
|
+$3.4M |
| 2 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$224K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$185K |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$185K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$160K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 2.8% |
| 2 | Energy | 0.43% |
| 3 | Financials | 0.42% |
| 4 | Technology | 0.38% |
| 5 | Consumer Discretionary | 0.15% |
Similar funds
Wechter Feldman Wealth Management's Q1 2019 Portfolio in Review
As of Q1 2019, Wechter Feldman Wealth Management held 33 positions worth $153M, up 47% from $104M the previous quarter. Its ten largest holdings account for 86% of the portfolio.
Wechter Feldman Wealth Management deployed $37.5M of net new capital in Q1 2019, opening 5 new positions and adding to 10 existing holdings. Its largest new stake was State Street Utilities Select Sector SPDR ETF: 805,308 shares worth $23.4M.
By sector, the portfolio is most concentrated in Healthcare at 2.8% of assets, down from 3.8% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $185K trimmed.
- Wechter Feldman Wealth Management's largest Q1 2019 buy was State Street Utilities Select Sector SPDR ETF: 805,308 shares worth $23.4M.
- Wechter Feldman Wealth Management added most to State Street Consumer Staples Select Sector SPDR ETF in Q1 2019, an estimated $3.12M increase.
- Wechter Feldman Wealth Management's biggest Q1 2019 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $185K.
- Wechter Feldman Wealth Management fully exited First Trust Cloud Computing ETF in Q1 2019, selling an estimated $3.4M.
- Wechter Feldman Wealth Management's ten largest holdings make up 86% of its $153M portfolio in Q1 2019.
- Wechter Feldman Wealth Management opened 5 new positions and closed 2 in Q1 2019.
- Wechter Feldman Wealth Management's portfolio value rose 47% quarter-over-quarter to $153M.
Based on Wechter Feldman Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.