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
1
$107M 23.81%
194,705
+4,073
2
$76.1M 17.02%
152,246
+9,767
3
$57.6M 12.87%
1,745,166
+1,069,458
4
$52M 11.62%
2,062,312
+33,160
5
$25.6M 5.73%
130,074
+16,306
6
$25.3M 5.65%
104,502
-803
7
$23.7M 5.3%
606,912
+9,842
8
$20M 4.48%
187,722
-5,629
9
$12M 2.68%
89,652
-2,426
10
$5.05M 1.13%
183,904
-3,140
11
$4.71M 1.05%
22,380
-8,383
12
$3.89M 0.87%
8,709
+82
13
$3.34M 0.75%
17,282
+365
14
$3.07M 0.69%
24,821
+811
15
$2.2M 0.49%
+10,083
16
$1.94M 0.43%
+19,985
17
$1.84M 0.41%
85,737
18
$1.71M 0.38%
14,827
-84
19
$1.4M 0.31%
53,961
-1,327,818
20
$1.2M 0.27%
5,295
+36
21
$1.15M 0.26%
5,701
+31
22
$894K 0.2%
16,735
+165
23
$814K 0.18%
4,937
-515
24
$806K 0.18%
4,886
-790
25
$783K 0.18%
5,288
+39
1
2 3