MWM
Mittelman Wealth Management Portfolio holdings
AUM
$118M
This Quarter Return
+0.96%
1 Year Return
+11.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+4.5%)
Cap. Flow
+$7.32M
Cap. Flow
% of AUM
4.74%
Top 10 Holdings %
Top 10 Hldgs %
60.04%
Holding
72
New
8
Increased
20
Reduced
20
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.23M |
| 2 |
Amphenol
APH
|
$840K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$635K |
| 4 |
NVIDIA
NVDA
|
$605K |
| 5 |
Vanguard Communication Services ETF
VOX
|
$532K |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$846K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$213K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$110K |
| 4 |
Vanguard Financials ETF
VFH
|
$101K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$62.3K |
Sector Composition
| 1 | Technology | 5.65% |
| 2 | Financials | 5.09% |
| 3 | Industrials | 3.16% |
| 4 | Consumer Staples | 2.75% |
| 5 | Energy | 2.14% |
