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
1
$84.3M 25.09%
+189,043
2
$79.1M 23.56%
+3,269,049
3
$41M 12.2%
+100,623
4
$23.9M 7.11%
+1,274,332
5
$23.7M 7.06%
+237,786
6
$22.6M 6.72%
+102,547
7
$21.7M 6.47%
+610,382
8
$10.5M 3.12%
+98,194
9
$5.2M 1.55%
+26,784
10
$1.68M 0.5%
+4,929
11
$1.53M 0.45%
+87,444
12
$1.19M 0.35%
+9,113
13
$1.06M 0.32%
+5,200
14
$1.02M 0.3%
+16,333
15
$1M 0.3%
+5,411
16
$957K 0.28%
+8,920
17
$852K 0.25%
+5,615
18
$793K 0.24%
+5,456
19
$692K 0.21%
+31,614
20
$681K 0.2%
+9,321
21
$676K 0.2%
+5,127
22
$669K 0.2%
+4,119
23
$648K 0.19%
+4,120
24
$646K 0.19%
+4,797
25
$641K 0.19%
+10,023
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