MWM

Mittelman Wealth Management Portfolio holdings

AUM $153M
1-Year Est. Return 10.69%
This Quarter Est. Return
1 Year Est. Return
+10.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$18M
3
+$11.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.7M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.5M

Top Sells

1
+$10.2M
2
+$7.56M
3
+$3.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.63M

Sector Composition

1 Technology 0.72%
2 Financials 0.6%
3 Industrials 0.14%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.16%
1,287
-329
27
$239K 0.14%
1,268
-1,593
28
$212K 0.12%
434
29
– –
-5,673
30
– –
-11,050
31
– –
-803
32
– –
-12,481
33
– –
-5,733
34
– –
-24,950
35
– –
-5,229
36
– –
-1,353
37
– –
-26,849
38
– –
-4,000
39
– –
-3,708
40
– –
-4,287
41
– –
-2,211
42
– –
-7,890
43
– –
-7,687
44
– –
-8,507
45
– –
-177,564
46
– –
-130,198
47
– –
-3,200
48
– –
-3,267
49
– –
-2,060
50
– –
-6,276
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