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
$163M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.85M
2
+$668K
3
+$451K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$359K
5
AAPL icon
Apple
AAPL
+$297K

Top Sells

1
+$6.8M
2
+$1.82M
3
+$1.37M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$417K
5
MCD icon
McDonald's
MCD
+$407K

Sector Composition

1 Technology 5.45%
2 Financials 2.21%
3 Healthcare 1.5%
4 Communication Services 1.44%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.28%
80,897
+1,345
27
$1.85M 1.14%
15,640
-528
28
$1.78M 1.09%
35,178
-3,977
29
$1.76M 1.08%
56,365
-58,298
30
$1.69M 1.03%
32,042
+113
31
$1.63M 1%
8,668
-1
32
$1.57M 0.96%
45,688
+632
33
$1.48M 0.91%
35,867
+199
34
$1.44M 0.88%
11,035
+91
35
$1.38M 0.85%
17,404
+1,123
36
$1.34M 0.82%
4,505
-107
37
$1.32M 0.81%
32,126
-1,240
38
$1.29M 0.79%
12,756
-591
39
$1.29M 0.79%
25,482
-5,350
40
$1.28M 0.79%
2,985
-5
41
$1.16M 0.71%
27,021
+153
42
$1.1M 0.68%
7,784
+2,100
43
$1.06M 0.65%
73,738
+71
44
$1.03M 0.63%
4,335
-87
45
$1.01M 0.62%
18,661
+867
46
$962K 0.59%
5,880
+25
47
$943K 0.58%
34,770
+182
48
$931K 0.57%
65,448
+3,123
49
$907K 0.56%
1,885
+4
50
$890K 0.55%
5,420
+140
1
2
3 4 5