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
$380M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.2M
3
+$6.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.62M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$3.71M

Top Sells

1
+$33.3M
2
+$3.6M
3
+$1.68M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$789K
5
TAP.A
TRAVELERS PROPERTY CASUALTY CORP CL-A
TAP.A
+$268K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 1.06%
3 Industrials 0.77%
4 Consumer Staples 0.72%
5 Financials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.06%
933
-17
52
$225K 0.06%
+1,376
53
$221K 0.06%
1,699
+1
54
$216K 0.06%
930
+5
55
$216K 0.06%
+7,196
56
$213K 0.06%
4,160
+37
57
– –
-1,641
1 2
3