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DWM
Dechtman Wealth Management Portfolio holdings
AUM
$517M
1-Year Est. Return
21.63%
This Fund
S&P 500
This Quarter
Est. Return
+5.45%
1 Year Est. Return
+21.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$336M
AUM Growth
–
Cap. Flow
+$322M
Cap. Flow
% of AUM
95.94%
Top 10 Holdings %
Top 10 Hldgs %
93.38%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$79.7M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$78.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$38.8M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$22.6M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$21.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Consumer Staples | 0.82% |
| 3 | Industrials | 0.81% |
| 4 | Consumer Discretionary | 0.76% |
| 5 | Healthcare | 0.56% |
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