MWM

Mittelman Wealth Management Portfolio holdings

AUM $154M
1-Year Est. Return 15.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$17.4M
3
+$10.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.3M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$10.1M

Top Sells

1
+$10.2M
2
+$7.56M
3
+$3.65M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.27M
5
AAPL icon
Apple
AAPL
+$2.63M

Sector Composition

1 Technology 0.72%
2 Financials 0.6%
3 Industrials 0.14%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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