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MWM

Mittelman Wealth Management Portfolio holdings

AUM $160M
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.88M
3
+$2.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.34M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.83M

Top Sells

1
+$1.4M
2
+$823K
3
+$468K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$291K
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$233K

Sector Composition

1 Industrials 7.47%
2 Technology 0.77%
3 Healthcare 0.41%
4 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 14.67%
103,857
+11,155
2
$18.4M 12.05%
130,572
-5,988
3
$12.3M 8.08%
205,932
+8,461
4
$11.9M 7.8%
219,849
+2,480
5
$11.9M 7.77%
19,369
+81
6
$11.4M 7.47%
+1,511,866
7
$10.4M 6.84%
193,023
+23,801
8
$7.33M 4.8%
142,261
+339
9
$6.33M 4.15%
119,404
+44,904
10
$4.31M 2.82%
16,964
-5,649
11
$3.93M 2.57%
53,488
+12,512
12
$3.5M 2.29%
101,394
-7,001
13
$2.97M 1.95%
+15,706
14
$2.85M 1.87%
35,161
+10,804
15
$2.84M 1.86%
135,573
+87,197
16
$1.87M 1.22%
13,118
+4,436
17
$1.58M 1.03%
+37,576
18
$1.57M 1.02%
30,849
+23,789
19
$1.43M 0.94%
14,214
+12,091
20
$1.35M 0.88%
36,145
+13,403
21
$1.3M 0.85%
12,357
+4,295
22
$1.26M 0.83%
5,210
-1,268
23
$1.08M 0.71%
2,952
+600
24
$799K 0.52%
13,317
+9,771
25
$662K 0.43%
3,122
-531
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