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
$150M
AUM Growth
-$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$320K
2
+$285K
3
+$249K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$119K

Top Sells

1
+$13.2M
2
+$644K
3
+$479K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$416K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$384K

Sector Composition

1 Healthcare 3.11%
2 Technology 0.59%
3 Financials 0.33%
4 Communication Services 0.31%
5 Energy 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 17%
394,576
+4,955
2
$20.7M 13.81%
109,935
-1,093
3
$19.6M 13.05%
310,867
-856
4
$16M 10.65%
49,434
+882
5
$11.3M 7.54%
90,714
-3,341
6
$10.7M 7.15%
106,493
-1,018
7
$9.01M 6.01%
55,060
-501
8
$7.47M 4.98%
41,866
-2,686
9
$6.94M 4.63%
236,301
+4,045
10
$4.33M 2.88%
22,561
-130
11
$2.69M 1.8%
67,581
-9,625
12
$2M 1.33%
43,116
-448
13
$1.77M 1.18%
16,564
14
$1.75M 1.17%
46,221
-3,113
15
$1.67M 1.11%
12,674
-42
16
$1.32M 0.88%
41,330
-8,365
17
$1.22M 0.81%
34,572
+255
18
$1.08M 0.72%
11,403
-2,048
19
$962K 0.64%
11,081
-49
20
$892K 0.59%
12,156
+4
21
$530K 0.35%
7,789
+1,104
22
$497K 0.33%
3,566
-159
23
$406K 0.27%
5,812
-1,158
24
$351K 0.23%
3,291
25
$331K 0.22%
7,908
+643
1
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