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
$447M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$4.88M
3
+$3.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.2M

Top Sells

1
+$34.4M
2
+$2.49M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.77M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.34M

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 1.01%
3 Financials 0.74%
4 Industrials 0.69%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$683K 0.15%
3,981
-133
27
$679K 0.15%
3,722
-376
28
$673K 0.15%
30,147
29
$616K 0.14%
3,384
+130
30
$593K 0.13%
1,724
+36
31
$572K 0.13%
9,107
+53
32
$535K 0.12%
22,544
33
$517K 0.12%
2,232
+6
34
$509K 0.11%
1,397
+1
35
$499K 0.11%
2,862
-22
36
$420K 0.09%
3,066
+118
37
$415K 0.09%
3,770
+7
38
$413K 0.09%
3,977
-169
39
$413K 0.09%
1,214
+22
40
$399K 0.09%
4,925
-2,271
41
$379K 0.08%
811
-202
42
$345K 0.08%
4,438
+32
43
$343K 0.08%
1,629
+1
44
$326K 0.07%
2,188
45
$311K 0.07%
4,591
+31
46
$308K 0.07%
643
+1
47
$292K 0.07%
1,112
+80
48
$289K 0.06%
9,985
+174
49
$281K 0.06%
+516
50
$273K 0.06%
4,111
+14
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