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
$107M
AUM Growth
-$68.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.05M
3
+$852K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$435K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$229K

Top Sells

1
+$14.8M
2
+$11.2M
3
+$10.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.09M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.13M

Sector Composition

1 Healthcare 1.41%
2 Technology 1.07%
3 Financials 0.73%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$435K 0.4%
+1,350
27
$345K 0.32%
1,424
-44
28
$312K 0.29%
5,264
-734
29
$298K 0.28%
520
-274
30
$243K 0.23%
1,105
-182
31
$229K 0.21%
+1,980
32
– –
-1,268
33
– –
-434
1
2