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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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WECHTER FELDMAN WEALTH MANAGEMENT INC

Time Period2019-03-31

Total Holdings31

Total Value ($x1000)153,158
Activities
New5

Increased10

Unchanged8

Decreased8

Sold Out2

Top 10 Stock Holdingstotal 85.93%
XLU15.29

IWV12.46

XLP11.36

IVV9.88

XLV8.62

 
VIG7.01

STIP6.97

VTI5.51

IWB4.83

LAG4

-- hover over a symbol below for details --
SEC 13F
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Detail
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XLU
15.29%
SBI INT-UTILS
IWV
12.46%
RUSSELL 3000 ETF
XLP
11.36%
SBI CONS STPLS
IVV
9.88%
CORE S&P500 ETF
XLV
8.62%
SBI HEALTHCARE
VIG
7.01%
DIV APP ETF
STIP
6.97%
0-5 YR TIPS ETF
VTI
5.51%
TOTAL STK MKT
IWB
4.83%
RUS 1000 ETF
LAG
4%
BRCLYS AGG ETF
VHT
2.61%
HEALTH CAR ETF
SHYG
1.46%
0-5YR HI YL CP
THRK
1.42%
RUSSELL 3000 ETF
LLY
1.08%
COM
DGX
0.97%
COM
ONEK
0.92%
RUSSELL 1000 ETF
USMF
0.78%
US MULTIFACTOR
ITR
0.76%
INTR TRM CORP BD
QUS
0.68%
MSCI USA QUAL
MRK
0.58%
COM
BSJJ
0.45%
GUG BUL 2019 HY
XOM
0.43%
COM
AAPL
0.38%
COM
SUB
0.32%
SHT NTLAMTFR ETF
JPM
0.25%
COM
BRK.B
0.18%
CL B NEW
XLK
0.17%
TECHNOLOGY
JNJ
0.17%
COM
SPYG
0.16%
S&P 500 GROWTH
XLF
0.16%
SBI INT-FINL
AMZN
0.15%
COM
SKYY
3.27%
ISE CLOUD COMP
XLI
0.22%
SBI INT-INDS