DWM
Dechtman Wealth Management Portfolio holdings
AUM
$517M
This Quarter Return
+5.45%
1 Year Return
+21.63%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$336M
AUM Growth
–
Cap. Flow
+$336M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.38%
Holding
52
New
52
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$84.3M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$79.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$41M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$23.9M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
HP
HPQ
$26.7B
| $209K | 0.06% |
+6,798
| New | +$209K |
|
52
Automatic Data Processing
ADP
$123B
| $202K | 0.06% |
+920
| New | +$202K |
|