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
$166M
AUM Growth
+$3.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.26M
3
+$944K
4
SMG icon
ScottsMiracle-Gro
SMG
+$808K
5
MMM icon
3M
MMM
+$789K

Top Sells

1
+$9.85M
2
+$2.91M
3
+$1.32M
4
BNOV icon
Innovator US Equity Buffer ETF November
BNOV
+$606K
5
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$489K

Sector Composition

1 Technology 5.23%
2 Financials 2.89%
3 Industrials 1.92%
4 Healthcare 1.92%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.33%
81,887
+990
27
$2.06M 1.24%
15,240
-400
28
$1.86M 1.12%
55,665
-700
29
$1.76M 1.06%
34,280
+2,238
30
$1.73M 1.04%
34,269
-909
31
$1.7M 1.02%
19,877
+2,473
32
$1.69M 1.02%
36,559
+692
33
$1.69M 1.01%
+55,209
34
$1.65M 0.99%
4,412
-93
35
$1.65M 0.99%
46,628
+940
36
$1.6M 0.96%
27,094
+73
37
$1.52M 0.92%
10,983
-52
38
$1.41M 0.85%
27,054
+8,393
39
$1.41M 0.85%
2,960
-25
40
$1.4M 0.84%
7,877
+93
41
$1.37M 0.82%
11,907
-849
42
$1.26M 0.75%
4,930
+595
43
$1.26M 0.75%
+61,833
44
$1.18M 0.71%
7,938
+5,312
45
$1.16M 0.7%
76,627
+2,889
46
$1.04M 0.62%
10,985
+4,878
47
$985K 0.59%
19,522
-5,960
48
$981K 0.59%
10,228
+2,323
49
$978K 0.59%
1,889
+4
50
$950K 0.57%
5,700
+280
1
2
3 4 5