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
$336M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$84.3M
2 +$79.1M
3 +$41M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$23.9M
5
IJR icon
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 Change
in Stake
Capital Flow
51
$209K 0.06%
+6,798
52
$202K 0.06%
+920