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
$143M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$709K
3
+$613K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$329K
5
MS icon
Morgan Stanley
MS
+$304K

Top Sells

1
+$3.18M
2
+$1.51M
3
+$1.32M
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$1.24M
5
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$890K

Sector Composition

1 Technology 6.71%
2 Financials 1.71%
3 Communication Services 1.64%
4 Industrials 1.15%
5 Real Estate 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.16%
32,489
-4,250
27
$1.66M 1.16%
15,874
-2,024
28
$1.65M 1.16%
19,097
-6,178
29
$1.52M 1.07%
30,008
-1,809
30
$1.5M 1.05%
6,495
-760
31
$1.48M 1.03%
25,105
+2,768
32
$1.45M 1.02%
47,651
-6,136
33
$1.34M 0.94%
32,942
-1,691
34
$1.33M 0.93%
31,476
-2,940
35
$1.25M 0.88%
10,980
-724
36
$1.16M 0.81%
13,632
-212
37
$1.04M 0.73%
2,777
+1,640
38
$1M 0.7%
5,884
+72
39
$998K 0.7%
+33,504
40
$971K 0.68%
13,444
-784
41
$960K 0.67%
34,272
+260
42
$851K 0.6%
34,079
-49,775
43
$835K 0.59%
5,713
+1,405
44
$823K 0.58%
11,449
-6,716
45
$787K 0.55%
1,874
+5
46
$731K 0.51%
5,756
-2,000
47
$730K 0.51%
68,268
+3,762
48
$730K 0.51%
4,480
+20
49
$709K 0.5%
+4,505
50
$700K 0.49%
5,486
-355
1
2
3 4