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
$338M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.37M
3
+$4.83M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$1.05M

Top Sells

1
+$6.54M
2
+$567K
3
+$550K
4
KOSP
K O S PHARMACEUTICALS INC
KOSP
+$454K
5
BMY icon
Bristol-Myers Squibb
BMY
+$342K

Sector Composition

1 Technology 2.56%
2 Consumer Discretionary 1.02%
3 Industrials 0.77%
4 Consumer Staples 0.76%
5 Energy 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$572K 0.17%
5,173
+46
27
$557K 0.17%
29,859
+147
28
$458K 0.14%
1,119
+8
29
$450K 0.13%
2,887
-48
30
$431K 0.13%
1,425
+9
31
$431K 0.13%
2,838
+70
32
$412K 0.12%
3,150
33
$411K 0.12%
8,934
-40
34
$406K 0.12%
+4,188
35
$398K 0.12%
4,356
-78
36
$370K 0.11%
1,389
+39
37
$362K 0.11%
3,749
+7
38
$330K 0.1%
2,211
+8
39
$324K 0.1%
1,186
+3
40
$309K 0.09%
1,625
+2
41
$287K 0.09%
1,014
+1
42
$269K 0.08%
1,404
43
$268K 0.08%
1,641
+9
44
$259K 0.08%
9,449
+173
45
$247K 0.07%
2,188
46
$242K 0.07%
4,545
+18
47
$239K 0.07%
4,123
-5,900
48
$238K 0.07%
950
+17
49
$236K 0.07%
1,514
+11
50
$223K 0.07%
925
+5
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