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
$127M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.92M
3
+$811K
4
YJUN icon
FT Vest International Equity Buffer ETF June
YJUN
+$791K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$757K

Top Sells

1
+$4.31M
2
+$2.34M
3
+$1.78M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.24M

Sector Composition

1 Financials 3.02%
2 Technology 2.94%
3 Healthcare 2.23%
4 Consumer Discretionary 2.14%
5 Energy 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.29%
38,740
+2,011
27
$1.62M 1.28%
55,764
+644
28
$1.58M 1.25%
50,636
+3,388
29
$1.58M 1.25%
87,223
-27,593
30
$1.56M 1.23%
19,623
-2,274
31
$1.43M 1.13%
15,667
+562
32
$1.39M 1.1%
12,446
+717
33
$1.31M 1.03%
3,665
+312
34
$1.28M 1.01%
46,838
+3,000
35
$1.25M 0.99%
28,653
-632
36
$1.22M 0.97%
42,362
-1,465
37
$1.22M 0.96%
3
+1
38
$1.21M 0.95%
19,134
+944
39
$1.14M 0.9%
3,896
+47
40
$1.12M 0.89%
6,882
-1
41
$1.11M 0.88%
38,922
42
$1.1M 0.87%
38,675
+3,350
43
$1.05M 0.83%
14,644
+149
44
$1.05M 0.83%
8,421
-959
45
$961K 0.76%
9,449
-125
46
$923K 0.73%
54,699
-1,205
47
$910K 0.72%
6,586
-78
48
$905K 0.72%
3,280
-132
49
$891K 0.7%
11,636
+73
50
$878K 0.69%
4,669
+145
1
2
3 4 5