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
$41M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$993K
2
+$536K
3
+$86.4K

Top Sells

1
+$20.7M
2
+$20.2M
3
+$12.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.47M

Sector Composition

1 Healthcare 9.38%
2 Technology 1.39%
3 Financials 0.67%
4 Consumer Discretionary 0.54%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.2M 27.29%
111,858
+5,365
2
$8.13M 19.86%
269,146
+32,845
3
$4.48M 10.94%
82,241
-228,626
4
$3.47M 8.48%
20,904
-1,657
5
$1.91M 4.65%
18,431
-72,283
6
$1.76M 4.29%
12,674
7
$1.65M 4.03%
29,779
-364,797
8
$1.33M 3.25%
16,564
9
$1.32M 3.24%
5,128
-44,306
10
$1.3M 3.18%
31,845
-11,271
11
$1.17M 2.85%
34,294
-278
12
$752K 1.84%
10,242
-839
13
$641K 1.57%
9,002
+1,213
14
$571K 1.39%
8,976
-3,180
15
$457K 1.12%
3,545
-51,515
16
$340K 0.83%
3,195
-96
17
$275K 0.67%
3,054
-512
18
$220K 0.54%
2,260
-400
19
– –
-3,160
20
– –
-41,866
21
– –
-109,935
22
– –
-1,821
23
– –
-11,403
24
– –
-46,221
25
– –
-67,581
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