MWM

Mittelman Wealth Management Portfolio holdings

AUM $118M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.8M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.4M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$9.22M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.06%
2 Technology 4.71%
3 Industrials 3.35%
4 Consumer Staples 2.63%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1.06%
+3,708
27
$1.44M 0.97%
+24,950
28
$1.37M 0.93%
+6,705
29
$1.33M 0.9%
+12,965
30
$1.27M 0.86%
+8,022
31
$1.22M 0.83%
+5,354
32
$1.13M 0.77%
+8,507
33
$1.04M 0.71%
+2,496
34
$1.04M 0.7%
+20,211
35
$1.03M 0.7%
+5,733
36
$1.03M 0.7%
+27,183
37
$947K 0.64%
+3,267
38
$912K 0.62%
+7,452
39
$843K 0.57%
+5,198
40
$839K 0.57%
+18,765
41
$741K 0.5%
+4,256
42
$699K 0.47%
+15,016
43
$691K 0.47%
+1,315
44
$572K 0.39%
+2,501
45
$522K 0.35%
+997
46
$492K 0.33%
+5,440
47
$485K 0.33%
+7,372
48
$473K 0.32%
+9,379
49
$471K 0.32%
+3,572
50
$429K 0.29%
+4,440
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