WFWM
Wechter Feldman Wealth Management Portfolio holdings
AUM
$143M
This Quarter Return
+13.14%
1 Year Return
+25.17%
3 Year Return
+53.82%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+169%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
59.78%
Top 10 Holdings %
Top 10 Hldgs %
92.35%
Holding
25
New
7
Increased
6
Reduced
7
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$19.4M |
| 2 |
Vanguard Health Care ETF
VHT
|
$16.1M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$15.2M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$13.5M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$1.69M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.28% |
| 2 | Financials | 0.76% |
| 3 | Technology | 0.75% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Communication Services | 0.2% |
