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
$338M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$5.37M
3
+$4.83M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.05M
5
MSFT icon
Microsoft
MSFT
+$1.05M

Top Sells

1
+$6.54M
2
+$567K
3
+$550K
4
KOSP
K O S PHARMACEUTICALS INC
KOSP
+$454K
5
BMY icon
Bristol-Myers Squibb
BMY
+$342K

Sector Composition

1 Technology 2.56%
2 Consumer Discretionary 1.02%
3 Industrials 0.77%
4 Consumer Staples 0.76%
5 Energy 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.06%
4,067
+15
52
$212K 0.06%
1,698
+2
53
– –
-6,798
54
– –
-4,168
1 2
3