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MWM

Mittelman Wealth Management Portfolio holdings

AUM $160M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.88M
3
+$2.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.34M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.83M

Top Sells

1
+$1.4M
2
+$823K
3
+$468K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$291K
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$233K

Sector Composition

1 Industrials 7.47%
2 Technology 0.77%
3 Healthcare 0.41%
4 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$623K 0.41%
9,235
-1,896
27
$600K 0.39%
3,218
-406
28
$580K 0.38%
+10,202
29
$568K 0.37%
8,409
+39
30
$538K 0.35%
2,867
31
$507K 0.33%
8,608
-2,942
32
$500K 0.33%
1,262
33
$484K 0.32%
4,345
34
$432K 0.28%
649
-26
35
$378K 0.25%
5,079
-2,850
36
$360K 0.24%
8,409
-3,657
37
$344K 0.23%
1,351
-112
38
$306K 0.2%
456
-21
39
$282K 0.18%
354
-39
40
$259K 0.17%
728
-85
41
$225K 0.15%
3,284
-223
42
– –
-4,714
1
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