MWM
Maltin Wealth Management Portfolio holdings
AUM
$222M
1-Year Return
11.81%
This Quarter Return
-10.91%
1 Year Return
+11.81%
3 Year Return
+39.56%
5 Year Return
+59.42%
10 Year Return
–
AUM
$138M
AUM Growth
-$12.9M
(-8.5%)
Cap. Flow
+$3M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
32.57%
Holding
136
New
24
Increased
41
Reduced
40
Closed
25
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.02M |
| 2 |
Innovator US Equity Buffer ETF January
BJAN
|
$2.83M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.82M |
| 4 |
Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
|
$1.59M |
| 5 |
Target
TGT
|
$1.29M |
Sector Composition
| 1 | Technology | 2.97% |
| 2 | Financials | 2.73% |
| 3 | Healthcare | 2.36% |
| 4 | Communication Services | 2.33% |
| 5 | Industrials | 2.03% |
