DWM

Dechtman Wealth Management Portfolio holdings

AUM $517M
1-Year Est. Return 21.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$79.7M
2
+$78.1M
3
+$38.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.6M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$21.8M

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 Change
in Stake 		Capital Flow
51
$209K 0.06%
+6,798
52
$202K 0.06%
+920
1 2
3