MWM

Maltin Wealth Management Portfolio holdings

AUM $241M
1-Year Est. Return 12.82%
This Quarter Est. Return
1 Year Est. Return
+12.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$13.1M
3
+$10.6M
4
YEXT icon
Yext
YEXT
+$9.38M
5
BJAN icon
Innovator US Equity Buffer ETF January
BJAN
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.59%
2 Financials 1.35%
3 Industrials 1.32%
4 Communication Services 0.78%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.17%
+62,604
27
$1.71M 1.1%
+14,587
28
$1.67M 1.08%
+39,373
29
$1.46M 0.94%
+91,066
30
$1.38M 0.89%
+14,238
31
$1.35M 0.88%
+27,476
32
$1.23M 0.8%
+14,665
33
$1.06M 0.68%
+12,966
34
$1.05M 0.68%
+17,576
35
$957K 0.62%
+16,452
36
$945K 0.61%
+6,780
37
$878K 0.57%
+31,462
38
$679K 0.44%
+2
39
$676K 0.44%
+3,713
40
$627K 0.41%
+9,115
41
$604K 0.39%
+8,696
42
$598K 0.39%
+22,413
43
$590K 0.38%
+8,036
44
$558K 0.36%
+2,921
45
$500K 0.32%
+5,202
46
$462K 0.3%
+11,033
47
$459K 0.3%
+7,477
48
$443K 0.29%
+5,763
49
$438K 0.28%
+3,632
50
$425K 0.27%
+10,335
1
2
3 4 5