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
$151M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$58.2K
2
+$50K
3
+$20.6K
4
AAPL icon
Apple
AAPL
+$396

Top Sells

1
+$2.28M
2
+$1.06M
3
+$787K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$454K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$384K

Sector Composition

1 Healthcare 2.81%
2 Financials 0.46%
3 Technology 0.4%
4 Energy 0.38%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 15.38%
389,450
-13,204
2
$19.4M 12.85%
112,540
-1,936
3
$17.6M 11.67%
303,469
-6,620
4
$14.6M 9.68%
49,596
-3,603
5
$12.9M 8.53%
139,012
-4,904
6
$11.1M 7.33%
96,095
-1,833
7
$10.6M 7.04%
105,649
-1,389
8
$8.54M 5.65%
56,866
-1,401
9
$7.49M 4.96%
45,996
-1,029
10
$3.99M 2.64%
136,705
-78,045
11
$3.96M 2.62%
22,749
-440
12
$2.31M 1.53%
63,388
+1,597
13
$2.1M 1.39%
45,002
-2,890
14
$1.69M 1.12%
16,564
15
$1.48M 0.98%
42,818
+595
16
$1.41M 0.93%
12,716
17
$1.28M 0.85%
42,673
+1,663
18
$1.17M 0.78%
33,508
-436
19
$1.04M 0.69%
12,066
-374
20
$890K 0.59%
11,130
21
$644K 0.43%
26,905
-1,838
22
$601K 0.4%
12,148
+8
23
$568K 0.38%
7,417
-788
24
$416K 0.28%
3,725
25
$351K 0.23%
3,291
-1,337
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