DWM

Dechtman Wealth Management Portfolio holdings

AUM $517M
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$84.3M
2
+$79.1M
3
+$41M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$23.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.7M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.17%
+29,712
27
$526K 0.16%
+2,935
28
$511K 0.15%
+1,111
29
$454K 0.14%
+4,168
30
$440K 0.13%
+1,416
31
$439K 0.13%
+4,434
32
$437K 0.13%
+2,768
33
$384K 0.11%
+2,203
34
$377K 0.11%
+3,150
35
$372K 0.11%
+1,350
36
$361K 0.11%
+1,183
37
$342K 0.1%
+13,560
38
$338K 0.1%
+3,742
39
$327K 0.1%
+8,974
40
$305K 0.09%
+1,623
41
$303K 0.09%
+1,013
42
$296K 0.09%
+1,404
43
$283K 0.08%
+1,632
44
$276K 0.08%
+2,188
45
$249K 0.07%
+1,503
46
$244K 0.07%
+9,276
47
$244K 0.07%
+933
48
$237K 0.07%
+4,527
49
$235K 0.07%
+1,696
50
$221K 0.07%
+4,052
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