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
$165M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.36M
3
+$742K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$528K
5
PYZ icon
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
+$510K

Top Sells

1
+$2.81M
2
+$981K
3
+$852K
4
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$826K
5
VZ icon
Verizon
VZ
+$573K

Sector Composition

1 Technology 5.98%
2 Financials 2.12%
3 Communication Services 1.4%
4 Healthcare 1.01%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.27%
79,552
+128
27
$2.06M 1.26%
20,905
+915
28
$1.98M 1.2%
39,155
+6,028
29
$1.9M 1.16%
16,168
+461
30
$1.7M 1.04%
8,669
+906
31
$1.67M 1.02%
31,929
+1,345
32
$1.56M 0.95%
30,832
+3,550
33
$1.56M 0.95%
45,056
-253
34
$1.46M 0.89%
35,668
+1,275
35
$1.45M 0.88%
10,944
+338
36
$1.39M 0.84%
4,612
-112
37
$1.37M 0.83%
45,193
38
$1.36M 0.82%
+33,366
39
$1.33M 0.81%
13,347
-236
40
$1.32M 0.8%
16,281
+2,045
41
$1.28M 0.78%
2,990
+9
42
$1.09M 0.66%
73,667
+2,437
43
$1.05M 0.64%
26,868
+3,245
44
$1.05M 0.64%
4,422
+853
45
$1.01M 0.62%
31,904
46
$997K 0.61%
17,794
-10,232
47
$944K 0.57%
34,588
+188
48
$924K 0.56%
1,881
+2
49
$911K 0.55%
5,855
-2,430
50
$908K 0.55%
5,280
+380
1
2
3 4 5