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
$141M
AUM Growth
+$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.74M
3
+$2.52M
4
PSA icon
Public Storage
PSA
+$1.62M
5
PFE icon
Pfizer
PFE
+$1.01M

Top Sells

1
+$2.91M
2
+$1.22M
3
+$1.19M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.06M
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.05M

Sector Composition

1 Technology 6.55%
2 Communication Services 1.45%
3 Financials 1.16%
4 Real Estate 1.15%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.15%
31,817
-23,413
27
$1.62M 1.15%
+7,255
28
$1.58M 1.13%
121,096
-308
29
$1.57M 1.11%
85,373
-11,452
30
$1.5M 1.06%
13,850
+1,015
31
$1.48M 1.05%
53,787
-4,145
32
$1.48M 1.05%
18,165
-1,969
33
$1.4M 1%
19,983
+1,030
34
$1.39M 0.99%
33,927
+3,584
35
$1.33M 0.95%
22,337
+14,423
36
$1.31M 0.93%
34,633
-1,946
37
$1.16M 0.83%
34,416
-1,808
38
$1.04M 0.74%
13,844
-1,360
39
$1.03M 0.73%
11,704
-762
40
$1.01M 0.72%
+28,925
41
$954K 0.68%
34,012
-7,752
42
$851K 0.61%
14,228
-468
43
$841K 0.6%
5,812
-64
44
$747K 0.53%
7,756
-504
45
$739K 0.53%
5,841
+65
46
$702K 0.5%
4,460
+180
47
$653K 0.46%
3,916
-1,725
48
$640K 0.46%
2
49
$633K 0.45%
1,869
+4
50
$629K 0.45%
23,600
+2,000
1
2
3 4