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
$429M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.36M
3
+$3.21M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.49M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.11M

Top Sells

1
+$7.98M
2
+$1.17M
3
+$573K
4
AAPL icon
Apple
AAPL
+$340K
5
TSLA icon
Tesla
TSLA
+$231K

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 1.01%
3 Financials 0.86%
4 Industrials 0.73%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$891K 0.21%
16,570
+82
27
$749K 0.17%
4,114
+35
28
$748K 0.17%
4,098
-52
29
$677K 0.16%
30,147
+129
30
$647K 0.15%
1,688
+10
31
$605K 0.14%
7,196
-430
32
$587K 0.14%
3,720
+40
33
$581K 0.14%
9,054
+59
34
$555K 0.13%
22,544
-9,358
35
$517K 0.12%
2,884
+12
36
$507K 0.12%
2,226
+7
37
$491K 0.11%
3,254
+104
38
$471K 0.11%
4,146
+20
39
$470K 0.11%
1,396
+2
40
$461K 0.11%
1,013
+19
41
$438K 0.1%
2,948
+30
42
$427K 0.1%
3,763
+6
43
$427K 0.1%
1,192
+2
44
$403K 0.09%
4,406
+26
45
$382K 0.09%
1,660
+9
46
$350K 0.08%
2,188
47
$335K 0.08%
1,628
+2
48
$288K 0.07%
+1,032
49
$286K 0.07%
9,811
+183
50
$285K 0.07%
+642
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