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
$151M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.53M
3
+$1.24M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$1.08M
5
TGT icon
Target
TGT
+$1.05M

Top Sells

1
+$4.87M
2
+$3.17M
3
+$2.5M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$1.97M
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$1.69M

Sector Composition

1 Financials 4.11%
2 Technology 3.64%
3 Healthcare 2.43%
4 Industrials 2.23%
5 Communication Services 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.21%
56,065
+400
27
$1.78M 1.18%
37,100
+541
28
$1.76M 1.17%
51,349
-30,064
29
$1.75M 1.16%
83,771
+7,144
30
$1.71M 1.13%
7,967
+4,034
31
$1.66M 1.09%
+16,933
32
$1.6M 1.06%
47,171
+543
33
$1.59M 1.05%
16,081
+5,096
34
$1.57M 1.04%
20,354
+477
35
$1.53M 1.01%
+84,814
36
$1.51M 1%
29,122
+2,028
37
$1.49M 0.99%
3,817
-595
38
$1.44M 0.95%
6,455
+1,888
39
$1.36M 0.9%
10,102
-126
40
$1.34M 0.89%
2,970
+10
41
$1.3M 0.86%
10,398
-585
42
$1.29M 0.85%
6,074
+4,939
43
$1.28M 0.85%
37,699
-58,152
44
$1.22M 0.8%
6,861
+2,502
45
$1.18M 0.78%
4,973
+43
46
$1.15M 0.76%
11,193
-714
47
$1.1M 0.72%
14,342
+48
48
$1.08M 0.72%
+32,899
49
$1.06M 0.7%
2
50
$1.04M 0.69%
3,482
+2,896
1
2
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