MWM

Mittelman Wealth Management Portfolio holdings

AUM $118M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$12.8M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.4M
5
IGIB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.27%
+3,012
52
$363K 0.25%
+3,200
53
$353K 0.24%
+12,805
54
$345K 0.23%
+5,999
55
$311K 0.21%
+2,060
56
$293K 0.2%
+11,951
57
$286K 0.19%
+4,079
58
$274K 0.19%
+2,370
59
$270K 0.18%
+464
60
$240K 0.16%
+1,713
61
$229K 0.15%
+2,941
62
$218K 0.15%
+7,850
63
$213K 0.14%
+479
64
$200K 0.14%
+1,037
1 2
3