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
$447M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$4.88M
3
+$3.21M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.2M

Top Sells

1
+$34.4M
2
+$2.49M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.77M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.34M

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 1.01%
3 Financials 0.74%
4 Industrials 0.69%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.06%
1,019
+2
52
$258K 0.06%
+8,009
53
$257K 0.06%
1,487
+6
54
$256K 0.06%
1,404
55
$245K 0.05%
6,994
-251
56
$235K 0.05%
1,993
+14
57
$225K 0.05%
1,701
+1
58
$225K 0.05%
941
+5
59
$219K 0.05%
657
+2
60
$203K 0.05%
475
+1
61
$203K 0.05%
+950
62
– –
-4,201
63
– –
-27,311
64
– –
-93,731
65
– –
-3,720
66
– –
-1,537
67
– –
-20,856
68
– –
-1,660
1 2
3