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
$429M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$5.36M
3
+$3.21M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.49M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.11M

Top Sells

1
+$7.98M
2
+$1.17M
3
+$573K
4
AAPL icon
Apple
AAPL
+$340K
5
TSLA icon
Tesla
TSLA
+$231K

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 1.01%
3 Financials 0.86%
4 Industrials 0.73%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.07%
1,481
+105
52
$274K 0.06%
4,560
+15
53
$271K 0.06%
1,404
54
$263K 0.06%
4,097
+14
55
$246K 0.06%
1,017
+2
56
$246K 0.06%
+1,979
57
$243K 0.06%
1,537
+12
58
$240K 0.06%
+655
59
$236K 0.06%
1,700
+1
60
$234K 0.05%
936
+6
61
$228K 0.05%
4,201
+41
62
$219K 0.05%
7,245
+49
63
$208K 0.05%
+474
64
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