Wechter Feldman Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$18.4M |
| 2 |
Vanguard Health Care ETF
VHT
|
+$15.6M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$14.8M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$13.2M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$1.69M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$611K |
| 2 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$332K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$277K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$72K |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$57.1K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 4.28% |
| 2 | Financials | 0.76% |
| 3 | Technology | 0.75% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Communication Services | 0.2% |
Similar funds
Wechter Feldman Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Wechter Feldman Wealth Management held 25 positions worth $110M, up 169% from $41M the previous quarter. Its ten largest holdings account for 92% of the portfolio.
Wechter Feldman Wealth Management deployed $63.8M of net new capital in Q2 2020, opening 7 new positions and adding to 6 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 62,952 shares worth $19.4M.
By sector, the portfolio is most concentrated in Healthcare at 4.3% of assets, down from 9.4% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was State Street Utilities Select Sector SPDR ETF, an estimated $611K trimmed.
- Wechter Feldman Wealth Management's largest Q2 2020 buy was State Street SPDR S&P 500 ETF Trust: 62,952 shares worth $19.4M.
- Wechter Feldman Wealth Management added most to Vanguard Health Care ETF in Q2 2020, an estimated $15.6M increase.
- Wechter Feldman Wealth Management's biggest Q2 2020 reduction was State Street Utilities Select Sector SPDR ETF, cutting an estimated $611K.
- Wechter Feldman Wealth Management's ten largest holdings make up 92% of its $110M portfolio in Q2 2020.
- Wechter Feldman Wealth Management opened 7 new positions and closed 0 in Q2 2020.
- Wechter Feldman Wealth Management's portfolio value rose 169% quarter-over-quarter to $110M.
Based on Wechter Feldman Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.