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
$135M
AUM Growth
+$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$362K
2
+$241K
3
+$210K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.5K
5
JPM icon
JPMorgan Chase
JPM
+$12.7K

Top Sells

1
+$814K
2
+$791K
3
+$512K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$342K
5
VHT icon
Vanguard Health Care ETF
VHT
+$242K

Sector Composition

1 Healthcare 3.79%
2 Technology 0.94%
3 Financials 0.69%
4 Consumer Discretionary 0.31%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 17.57%
63,534
-159
2
$23.4M 17.3%
104,540
-1,083
3
$20.8M 15.35%
147,021
-3,624
4
$15.2M 11.27%
224,447
-1,643
5
$13.4M 9.89%
198,264
-5,077
6
$11M 8.11%
104,941
-964
7
$7.8M 5.77%
40,065
-175
8
$7.38M 5.46%
239,846
-25,689
9
$2.14M 1.58%
12,674
10
$1.97M 1.46%
16,564
11
$1.55M 1.15%
4,124
-59
12
$1.26M 0.94%
9,524
13
$1M 0.74%
26,959
+201
14
$799K 0.59%
10,242
15
$490K 0.36%
6,416
-213
16
$423K 0.31%
2,600
17
$401K 0.3%
3,154
+100
18
$362K 0.27%
+4,367
19
$329K 0.24%
1,364
-115
20
$306K 0.23%
1,053
21
$275K 0.2%
3,140
+200
22
$273K 0.2%
2,523
23
$257K 0.19%
5,652
-17,908
24
$241K 0.18%
+902
25
$230K 0.17%
990
-184
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