MWM
Mittelman Wealth Management Portfolio holdings
AUM
$118M
This Quarter Return
+7.83%
1 Year Return
+11.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.67%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$19.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$12.8M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$10.5M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$10.4M |
| 5 |
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% |
