MWM
Mittelman Wealth Management Portfolio holdings
AUM
$160M
1-Year Est. Return
13.59%
This Fund
S&P 500
1 Year Est. Return
+13.59%
AUM
$160M
AUM Growth
+$6.51M
(+4.2%)
Holding
54
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.67M | |
| 3 | +$1.52M | |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$1.28M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$948K |
Top Sells
| 1 | +$1.66M | |
| 2 | +$1.14M | |
| 3 | +$1.07M | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$594K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$461K |
Sector Composition
| 1 | Industrials | 3.67% |
| 2 | Technology | 1.51% |
| 3 | Financials | 0.6% |
| 4 | Healthcare | 0.46% |
| 5 | Consumer Staples | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$798B
| $239K | 0.15% |
+812
|
|
||
52
Amazon
AMZN
$2.73T
| $227K | 0.14% |
+1,090
|
|
||
53
Vanguard Total Bond Market
BND
$153B
| – | – |
-3,165
|
|
||
54
Alphabet (Google) Class A
GOOGL
$4.4T
| – | – |
-738
|
|