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
1
$100M 23.38%
190,632
+815
2
$68.5M 15.98%
142,479
+14,407
3
$47M 10.97%
2,029,152
+138,560
4
$37.1M 8.66%
1,381,779
-296,997
5
$26.3M 6.14%
105,305
+2,698
6
$23.7M 5.52%
597,070
-29,504
7
$22M 5.12%
675,708
+41,808
8
$21.4M 4.99%
193,351
-5,181
9
$20.8M 4.85%
113,768
+29,319
10
$11.7M 2.73%
92,078
-942
11
$5.33M 1.24%
187,044
-3,614
12
$5.28M 1.23%
30,763
-1,983
13
$3.63M 0.85%
8,627
-114
14
$3.05M 0.71%
16,917
-109
15
$2.49M 0.58%
+20,856
16
$2.17M 0.51%
24,010
+17,910
17
$2.11M 0.49%
+93,731
18
$1.77M 0.41%
85,737
+270
19
$1.73M 0.4%
14,911
+5,970
20
$1.34M 0.31%
+27,311
21
$1.29M 0.3%
5,259
22
$1.14M 0.27%
5,670
+453
23
$954K 0.22%
5,452
+14
24
$930K 0.22%
5,249
+34
25
$921K 0.21%
5,676
+14
1
2 3