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
$380M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.2M
3
+$6.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.62M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$3.71M

Top Sells

1
+$33.3M
2
+$3.6M
3
+$1.68M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$789K
5
TAP.A
TRAVELERS PROPERTY CASUALTY CORP CL-A
TAP.A
+$268K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.06%
3 Industrials 0.77%
4 Consumer Staples 0.72%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$619K 0.16%
30,018
+159
27
$592K 0.16%
7,626
-1,128
28
$591K 0.16%
8,995
+61
29
$581K 0.15%
1,678
+253
30
$548K 0.14%
3,680
+38
31
$474K 0.12%
2,872
+34
32
$458K 0.12%
2,918
+31
33
$454K 0.12%
4,126
-62
34
$450K 0.12%
994
-125
35
$440K 0.12%
3,150
36
$422K 0.11%
1,394
+5
37
$420K 0.11%
4,380
+24
38
$415K 0.11%
2,219
+8
39
$365K 0.1%
1,404
40
$365K 0.1%
3,757
+8
41
$356K 0.09%
1,190
+4
42
$314K 0.08%
+1,651
43
$308K 0.08%
1,626
+1
44
$302K 0.08%
+6,100
45
$290K 0.08%
2,188
46
$277K 0.07%
1,015
+1
47
$253K 0.07%
9,628
+179
48
$239K 0.06%
1,525
+11
49
$238K 0.06%
4,083
+16
50
$238K 0.06%
4,545
1
2
3